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PSI Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

PSI Advisors’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
Q2 		– Sell
-8
Closed -$666 – 876
2023
Q1 		$666 Hold
8
– – ﹤0.01% 700
2022
Q4 		$663 Hold
8
– – ﹤0.01% 692
2022
Q3 		$1K Buy
+8
New +$671 ﹤0.01% 706
2022
Q2 		– Sell
-8
Closed -$1K – 823
2022
Q1 		$1K Hold
8
– – ﹤0.01% 680
2021
Q4 		$1K Hold
8
– – ﹤0.01% 723
2021
Q3 		$1K Buy
+8
New +$687 ﹤0.01% 701

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PSI Advisors's MKC Position: Q2 2023 in Review

PSI Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2023, closing a stake of 8 shares — an estimated $666 sold.

PSI Advisors first reported a position in MKC in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 964 funds tracked by Wall St. Rank hold MKC as of Q2 2023.

  • PSI Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2023 after selling out during the quarter.
  • PSI Advisors sold 8 McCormick & Company Non-Voting shares in Q2 2023, an estimated $666.
  • PSI Advisors first reported a position in McCormick & Company Non-Voting in Q3 2021 and held it in 6 quarters.
  • PSI Advisors's McCormick & Company Non-Voting position peaked at $1K in Q3 2022.
  • 964 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.