PAG
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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
Q4 		– Hold
0
– – – 423
2022
Q3 		– Hold
0
– – – 428
2022
Q2 		– Sell
-205
Closed -$19.4K – 429
2022
Q1 		$20K Buy
+205
New +$20K 0.02% 211
2021
Q4 		– Hold
0
– – – 426

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State Street
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Fundsmith LLP
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Geode Capital Management
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Franklin Resources
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FIS
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return