Lenox Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Lenox Wealth 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
2022 Q1	$1K	Sell	8 -8	-50%	-$782	﹤0.01%	720
2021 Q4	$2K	Buy	16 +8	+100%	+$681	﹤0.01%	736
2021 Q3	$1K	Buy	8 +5	+167%	+$429	﹤0.01%	681
2021 Q2	$0	Hold	3	–	–	﹤0.01%	763
2021 Q1	$0	Buy	+3	New	+$267	﹤0.01%	734
2016 Q4	–	Sell	-40	Closed	-$2K	–	154
2016 Q3	$2K	Buy	+40	New	+$2.03K	﹤0.01%	202
2013 Q3	–	Sell	-600	Closed	-$21K	–	277
2013 Q2	$21K	Buy	+600	New	+$21.6K	0.02%	69

Other funds holding MKC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lenox Wealth Advisors's MKC Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 50% in Q1 2022, selling an estimated $782 and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Lenox Wealth Advisors first reported a position in MKC in Q2 2013 and has held it in 7 quarters since. The position peaked at $21K in Q2 2013. 997 funds tracked by Wall St. Rank hold MKC as of Q1 2022.

Lenox Wealth Advisors held 8 shares of McCormick & Company Non-Voting worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 8 McCormick & Company Non-Voting shares in Q1 2022, an estimated $782.
McCormick & Company Non-Voting made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #720 holding.
Lenox Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q2 2013 and has held it in 7 quarters since.
Lenox Wealth Advisors's McCormick & Company Non-Voting position peaked at $21K in Q2 2013.
997 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.