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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
2023
Q1 		– Sell
-205
Closed -$17K – 409
2022
Q4 		$17K Hold
205
– – 0.01% 203
2022
Q3 		$14K Hold
205
– – 0.01% 212
2022
Q2 		$17K Buy
+205
New +$19.4K 0.01% 211
2022
Q1 		– Sell
-246
Closed -$23K – 423
2021
Q4 		$23K Buy
+246
New +$20.9K 0.02% 209

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 946 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.
  • 946 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.