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

SOA Wealth 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
2024
Q2 		– Sell
-4
Closed -$307 – 893
2024
Q1 		$307 Hold
4
– – ﹤0.01% 832
2023
Q4 		$274 Hold
4
– – ﹤0.01% 832
2023
Q3 		$303 Hold
4
– – ﹤0.01% 852
2023
Q2 		$349 Hold
4
– – ﹤0.01% 849
2023
Q1 		$333 Hold
4
– – ﹤0.01% 871
2022
Q4 		$332 Hold
4
– – ﹤0.01% 872
2022
Q3 		$0 Hold
4
– – ﹤0.01% 925
2022
Q2 		$0 Sell
4
-38
-90% -$3.6K ﹤0.01% 944
2022
Q1 		$4K Hold
42
– – ﹤0.01% 720
2021
Q4 		$4K Hold
42
– – ﹤0.01% 696
2021
Q3 		$3K Hold
42
– – ﹤0.01% 755
2021
Q2 		$3K Buy
42
+2
+5% +$178 ﹤0.01% 728
2021
Q1 		$3K Buy
40
+5
+14% +$445 ﹤0.01% 682
2020
Q4 		$3K Buy
+35
New +$3.3K ﹤0.01% 668

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return