LF
MKC icon

Lee Financial’s McCormick & Company Non-Voting MKC Stock Holding History

Lee Financial’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
Q2 		– Sell
-1
Closed -$84 – 813
2023
Q1 		$84 Sell
1
-2
-67% -$153 ﹤0.01% 778
2022
Q4 		$249 Hold
3
– – ﹤0.01% 867
2022
Q3 		$0 Buy
+3
New +$252 ﹤0.01% 934

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lee Financial's MKC Position: Q2 2023 in Review

Lee Financial sold out of McCormick & Company Non-Voting (MKC) in Q2 2023, closing a stake of 1 share — an estimated $84 sold.

Lee Financial first reported a position in MKC in Q3 2022 and held it in 3 quarters. The position peaked at $249 in Q4 2022. 964 funds tracked by Wall St. Rank hold MKC as of Q2 2023.

  • Lee Financial reported no remaining McCormick & Company Non-Voting position as of Q2 2023 after selling out during the quarter.
  • Lee Financial sold 1 McCormick & Company Non-Voting share in Q2 2023, an estimated $84.
  • Lee Financial first reported a position in McCormick & Company Non-Voting in Q3 2022 and held it in 3 quarters.
  • Lee Financial's McCormick & Company Non-Voting position peaked at $249 in Q4 2022.
  • 964 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.