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

MinichMacGregor 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 Q1	–	Sell	-133	Closed	-$11K	–	417
2022 Q4	$11K	Buy	+133	New	+$10.7K	﹤0.01%	395
2018 Q4	–	Sell	-124	Closed	-$8K	–	335
2018 Q3	$8K	Sell	124 -32	-21%	-$1.98K	0.01%	338
2018 Q2	$9K	Sell	156 -28	-15%	-$1.47K	0.01%	322
2018 Q1	$9K	Hold	184	–	–	0.01%	320
2017 Q4	$9K	Hold	184	–	–	0.01%	318
2017 Q3	$9K	Buy	184 +2	+1%	+$96	0.01%	300
2017 Q2	$8K	Buy	182 +2	+1%	+$101	0.01%	302
2017 Q1	$8K	Buy	180 +2	+1%	+$97	0.01%	310
2016 Q4	$8K	Hold	178	–	–	0.01%	292
2016 Q3	$8K	Hold	178	–	–	0.01%	299
2016 Q2	$9K	Buy	178 +2	+1%	+$98	0.01%	272
2016 Q1	$8K	Buy	176 +32	+22%	+$1.44K	0.01%	276
2015 Q4	$5K	Buy	+144	New	+$6.07K	﹤0.01%	288

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's MKC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2023, closing a stake of 133 shares — an estimated $11K sold.

MinichMacGregor Wealth Management first reported a position in MKC in Q4 2015 and held it in 13 quarters. The position peaked at $11K in Q4 2022. 940 funds tracked by Wall St. Rank hold MKC as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 133 McCormick & Company Non-Voting shares in Q1 2023, an estimated $11K.
MinichMacGregor Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's McCormick & Company Non-Voting position peaked at $11K in Q4 2022.
940 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.