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Paladin Advisory Group’s McCormick & Company Non-Voting MKC Stock Holding History

Paladin Advisory Group’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
Q1 		– Sell
-150
Closed -$10.3K – 227
2023
Q4 		$10.3K Hold
150
– – 0.01% 193
2023
Q3 		$11.3K Hold
150
– – 0.01% 207
2023
Q2 		$13.1K Hold
150
– – 0.01% 208
2023
Q1 		$12.5K Buy
+150
New +$11.4K 0.01% 208
2022
Q2 		– Sell
-205
Closed -$19.4K – 426
2022
Q1 		$20K Buy
+205
New +$20K 0.02% 211

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 $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Paladin Advisory Group's MKC Position: Q1 2024 in Review

Paladin Advisory Group sold out of McCormick & Company Non-Voting (MKC) in Q1 2024, closing a stake of 150 shares — an estimated $10.3K sold.

Paladin Advisory Group first reported a position in MKC in Q1 2022 and held it in 5 quarters. The position peaked at $20K in Q1 2022. 948 funds tracked by Wall St. Rank hold MKC as of Q1 2024.

  • Paladin Advisory Group reported no remaining McCormick & Company Non-Voting position as of Q1 2024 after selling out during the quarter.
  • Paladin Advisory Group sold 150 McCormick & Company Non-Voting shares in Q1 2024, an estimated $10.3K.
  • Paladin Advisory Group first reported a position in McCormick & Company Non-Voting in Q1 2022 and held it in 5 quarters.
  • Paladin Advisory Group's McCormick & Company Non-Voting position peaked at $20K in Q1 2022.
  • 948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2024.

Based on Paladin Advisory Group's 13F filing for Q1 2024, filed 8 May 2024.