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 $5.7T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return