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

Mascoma 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
2023 Q2	–	Sell	-33	Closed	-$2.87K	–	550
2023 Q1	$2.87K	Buy	33 +1	+3%	+$76	﹤0.01%	530
2022 Q4	$2.69K	Hold	32	–	–	﹤0.01%	548
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	560
2022 Q2	$3K	Hold	32	–	–	﹤0.01%	550
2022 Q1	$3K	Hold	32	–	–	﹤0.01%	540
2021 Q4	$3K	Hold	32	–	–	﹤0.01%	487
2021 Q3	$3K	Buy	+32	New	+$2.75K	﹤0.01%	413
2021 Q2	–	Sell	-32	Closed	-$3K	–	320
2021 Q1	$3K	Buy	+32	New	+$2.85K	﹤0.01%	408

Other funds holding MKC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mascoma Wealth Management's MKC Position: Q2 2023 in Review

Mascoma Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2023, closing a stake of 33 shares — an estimated $2.87K sold.

Mascoma Wealth Management first reported a position in MKC in Q1 2021 and held it in 8 quarters. The position peaked at $3K in Q2 2022. 964 funds tracked by Wall St. Rank hold MKC as of Q2 2023.

Mascoma Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 33 McCormick & Company Non-Voting shares in Q2 2023, an estimated $2.87K.
Mascoma Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's McCormick & Company Non-Voting position peaked at $3K in Q2 2022.
964 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.