Kula Investments’s McCormick & Company Non-Voting MKC Stock Holding History

Kula Investments’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
2023 Q1	$696K	Buy	+8,367	New	+$638K	0.17%	220

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's MKC Position: Q1 2023 in Review

Kula Investments opened a new position in McCormick & Company Non-Voting (MKC) in Q1 2023: 8,367 shares worth $696K. The stake represents 0.17% of the portfolio and ranks #220 among its holdings.

940 funds tracked by Wall St. Rank hold MKC as of Q1 2023.

Kula Investments held 8,367 shares of McCormick & Company Non-Voting worth $696K as of Q1 2023.
McCormick & Company Non-Voting was a new Kula Investments position in Q1 2023.
McCormick & Company Non-Voting made up 0.17% of Kula Investments's portfolio in Q1 2023, its #220 holding.
940 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.