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

Legend Financial Advisors’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
2025
Q1 		– Sell
-2
Closed -$152 – 164
2024
Q4 		$152 Hold
2
– – ﹤0.01% 244
2024
Q3 		$165 Hold
2
– – ﹤0.01% 150
2024
Q2 		$142 Buy
+2
New +$146 ﹤0.01% 273

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legend Financial Advisors's MKC Position: Q1 2025 in Review

Legend Financial Advisors sold out of McCormick & Company Non-Voting (MKC) in Q1 2025, closing a stake of 2 shares — an estimated $152 sold.

Legend Financial Advisors first reported a position in MKC in Q2 2024 and held it in 3 quarters. The position peaked at $165 in Q3 2024. 1,031 funds tracked by Wall St. Rank hold MKC as of Q1 2025.

  • Legend Financial Advisors reported no remaining McCormick & Company Non-Voting position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 2 McCormick & Company Non-Voting shares in Q1 2025, an estimated $152.
  • Legend Financial Advisors first reported a position in McCormick & Company Non-Voting in Q2 2024 and held it in 3 quarters.
  • Legend Financial Advisors's McCormick & Company Non-Voting position peaked at $165 in Q3 2024.
  • 1,031 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.