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Rockbridge Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Rockbridge Investment Management’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
-152
Closed -$10.4K – 424
2023
Q4 		$10.4K Buy
+152
New +$9.95K ﹤0.01% 396
2022
Q3 		– Sell
-152
Closed -$12.7K – 402
2022
Q2 		$12.7K Hold
152
– – ﹤0.01% 345
2022
Q1 		$15.5K Hold
152
– – ﹤0.01% 442
2021
Q4 		$15K Hold
152
– – ﹤0.01% 517
2021
Q3 		$12K Hold
152
– – ﹤0.01% 501
2021
Q2 		$13K Hold
152
– – ﹤0.01% 491
2021
Q1 		$14K Hold
152
– – ﹤0.01% 462
2020
Q4 		$15K Hold
152
– – ﹤0.01% 453
2020
Q3 		$15K Hold
152
– – ﹤0.01% 423
2020
Q2 		$14K Buy
+152
New +$12.5K ﹤0.01% 390

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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
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
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return