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Morton Brown Family Wealth’s McCormick & Company Non-Voting MKC Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-46
Closed -$4K – 290
2022
Q2 		$4K Buy
+46
New +$4.36K ﹤0.01% 162

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Franklin Resources
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FIS
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Northern Trust
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morton Brown Family Wealth's MKC Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of McCormick & Company Non-Voting (MKC) in Q3 2022, closing a stake of 46 shares — an estimated $4K sold.

Morton Brown Family Wealth first reported a position in MKC in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 908 funds tracked by Wall St. Rank hold MKC as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining McCormick & Company Non-Voting position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 46 McCormick & Company Non-Voting shares in Q3 2022, an estimated $4K.
  • Morton Brown Family Wealth first reported a position in McCormick & Company Non-Voting in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's McCormick & Company Non-Voting position peaked at $4K in Q2 2022.
  • 908 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.