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PCA Investment Advisory Services’s McCormick & Company Non-Voting MKC Stock Holding History

PCA Investment Advisory 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
2023
Q3 		– Sell
-862
Closed -$75.2K – 297
2023
Q2 		$75.2K Buy
+862
New +$76.2K 0.04% 225

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Bank of America
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Geode Capital Management
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Franklin Resources
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FIS
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PCA Investment Advisory Services's MKC Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of McCormick & Company Non-Voting (MKC) in Q3 2023, closing a stake of 862 shares — an estimated $75.2K sold.

PCA Investment Advisory Services first reported a position in MKC in Q2 2023 and held it in 1 quarter. The position peaked at $75.2K in Q2 2023. 932 funds tracked by Wall St. Rank hold MKC as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining McCormick & Company Non-Voting position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 862 McCormick & Company Non-Voting shares in Q3 2023, an estimated $75.2K.
  • PCA Investment Advisory Services first reported a position in McCormick & Company Non-Voting in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's McCormick & Company Non-Voting position peaked at $75.2K in Q2 2023.
  • 932 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.