Schneider Downs Wealth Management Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Schneider Downs Wealth Management 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
2022 Q3	–	Sell	-2,731	Closed	-$227K	–	140
2022 Q2	$227K	Hold	2,731	–	–	0.06%	125
2022 Q1	$273K	Hold	2,731	–	–	0.07%	115
2021 Q4	$264K	Sell	2,731 -29	-1%	-$2.47K	0.06%	129
2021 Q3	$224K	Sell	2,760 -11	-0.4%	-$944	0.06%	135
2021 Q2	$245K	Buy	2,771 +11	+0.4%	+$981	0.06%	122
2021 Q1	$246K	Buy	+2,760	New	+$246K	0.06%	114

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's MKC Position: Q3 2022 in Review

Schneider Downs Wealth Management Advisors sold out of McCormick & Company Non-Voting (MKC) in Q3 2022, closing a stake of 2,731 shares — an estimated $227K sold.

Schneider Downs Wealth Management Advisors first reported a position in MKC in Q1 2021 and held it in 6 quarters. The position peaked at $273K in Q1 2022. 908 funds tracked by Wall St. Rank hold MKC as of Q3 2022.

Schneider Downs Wealth Management Advisors reported no remaining McCormick & Company Non-Voting position as of Q3 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 2,731 McCormick & Company Non-Voting shares in Q3 2022, an estimated $227K.
Schneider Downs Wealth Management Advisors first reported a position in McCormick & Company Non-Voting in Q1 2021 and held it in 6 quarters.
Schneider Downs Wealth Management Advisors's McCormick & Company Non-Voting position peaked at $273K in Q1 2022.
908 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.