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Silicon Hills Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Silicon Hills Wealth 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
2022
Q2 		– Sell
-3,736
Closed -$373K – 109
2022
Q1 		$373K Sell
3,736
-1,468
-28% -$144K 0.24% 77
2021
Q4 		$503K Hold
5,204
– – 0.31% 76
2021
Q3 		$422K Buy
+5,204
New +$447K 0.29% 74
2020
Q1 		– Sell
-2
Closed -$68 – 208
2019
Q4 		$68 Buy
+2
New +$166 0.05% 109

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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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silicon Hills Wealth Management's MKC Position: Q2 2022 in Review

Silicon Hills Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2022, closing a stake of 3,736 shares — an estimated $373K sold.

Silicon Hills Wealth Management first reported a position in MKC in Q4 2019 and held it in 4 quarters. The position peaked at $503K in Q4 2021. 955 funds tracked by Wall St. Rank hold MKC as of Q2 2022.

  • Silicon Hills Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q2 2022 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 3,736 McCormick & Company Non-Voting shares in Q2 2022, an estimated $373K.
  • Silicon Hills Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2019 and held it in 4 quarters.
  • Silicon Hills Wealth Management's McCormick & Company Non-Voting position peaked at $503K in Q4 2021.
  • 955 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.