Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s McCormick & Company Non-Voting MKC Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-378
Closed -$28.6K – 322
2023
Q3 		$28.6K Buy
+378
New +$31.6K 0.01% 229

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Legacy Financial Group (Iowa)'s MKC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of McCormick & Company Non-Voting (MKC) in Q4 2023, closing a stake of 378 shares — an estimated $28.6K sold.

Legacy Financial Group (Iowa) first reported a position in MKC in Q3 2023 and held it in 1 quarter. The position peaked at $28.6K in Q3 2023. 952 funds tracked by Wall St. Rank hold MKC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining McCormick & Company Non-Voting position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 378 McCormick & Company Non-Voting shares in Q4 2023, an estimated $28.6K.
  • Legacy Financial Group (Iowa) first reported a position in McCormick & Company Non-Voting in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s McCormick & Company Non-Voting position peaked at $28.6K in Q3 2023.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.