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Novak & Powell Financial Services’s McCormick & Company Non-Voting MKC Stock Holding History

Novak & Powell Financial Services’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
2024
Q4 		– Sell
-4,198
Closed -$345K – 158
2024
Q3 		$345K Buy
4,198
+1
+0% +$78 0.2% 99
2024
Q2 		$298K Buy
4,197
+2
+0% +$146 0.18% 105
2024
Q1 		$322K Buy
4,195
+2
+0% +$136 0.24% 95
2023
Q4 		$287K Buy
+4,193
New +$274K 0.19% 103

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Novak & Powell Financial Services's MKC Position: Q4 2024 in Review

Novak & Powell Financial Services sold out of McCormick & Company Non-Voting (MKC) in Q4 2024, closing a stake of 4,198 shares — an estimated $345K sold.

Novak & Powell Financial Services first reported a position in MKC in Q4 2023 and held it in 4 quarters. The position peaked at $345K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

  • Novak & Powell Financial Services reported no remaining McCormick & Company Non-Voting position as of Q4 2024 after selling out during the quarter.
  • Novak & Powell Financial Services sold 4,198 McCormick & Company Non-Voting shares in Q4 2024, an estimated $345K.
  • Novak & Powell Financial Services first reported a position in McCormick & Company Non-Voting in Q4 2023 and held it in 4 quarters.
  • Novak & Powell Financial Services's McCormick & Company Non-Voting position peaked at $345K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Novak & Powell Financial Services's 13F filing for Q4 2024, filed 18 Feb 2025.