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Kowal Investment Group’s McCormick & Company Non-Voting MKC Stock Holding History

Kowal Investment Group’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-142
Closed -$12K – 611
2021
Q3 		$12K Buy
+142
New +$12.2K ﹤0.01% 486

Other funds holding MKC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kowal Investment Group's MKC Position: Q4 2021 in Review

Kowal Investment Group sold out of McCormick & Company Non-Voting (MKC) in Q4 2021, closing a stake of 142 shares — an estimated $12K sold.

Kowal Investment Group first reported a position in MKC in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 973 funds tracked by Wall St. Rank hold MKC as of Q4 2021.

  • Kowal Investment Group reported no remaining McCormick & Company Non-Voting position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 142 McCormick & Company Non-Voting shares in Q4 2021, an estimated $12K.
  • Kowal Investment Group first reported a position in McCormick & Company Non-Voting in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's McCormick & Company Non-Voting position peaked at $12K in Q3 2021.
  • 973 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.