Liberty Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-157	Closed	-$13K	–	735
2021 Q3	$13K	Buy	157 +15	+11%	+$1.29K	﹤0.01%	763
2021 Q2	$13K	Buy	142 +116	+446%	+$10.3K	0.01%	600
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	824
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	821
2020 Q3	$3K	Hold	26	–	–	﹤0.01%	714
2020 Q2	$2K	Hold	26	–	–	﹤0.01%	744
2020 Q1	$2K	Sell	26 -162	-86%	-$12.6K	﹤0.01%	737
2019 Q4	$16K	Buy	188 +8	+4%	+$662	0.01%	447
2019 Q3	$14K	Buy	180 +8	+5%	+$643	0.01%	457
2019 Q2	$13K	Sell	172 -10	-5%	-$771	0.01%	476
2019 Q1	$13K	Sell	182 -38	-17%	-$2.56K	0.01%	397
2018 Q4	$15K	Buy	+220	New	+$15.8K	0.01%	367

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Liberty Wealth Management's MKC Position: Q4 2021 in Review

Liberty Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2021, closing a stake of 157 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in MKC in Q4 2018 and held it in 12 quarters. The position peaked at $16K in Q4 2019. 973 funds tracked by Wall St. Rank hold MKC as of Q4 2021.

Liberty Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 157 McCormick & Company Non-Voting shares in Q4 2021, an estimated $13K.
Liberty Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's McCormick & Company Non-Voting position peaked at $16K in Q4 2019.
973 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.