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Spartan Planning & Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Spartan Planning & 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
2023
Q4 		$411 Hold
6
– – ﹤0.01% 178
2023
Q3 		$454 Buy
+6
New +$501 ﹤0.01% 123
2022
Q4 		$107K Buy
+1,287
New +$104K 0.13% 80

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Spartan Planning & Wealth Management's MKC Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its McCormick & Company Non-Voting (MKC) position steady in Q4 2023 at 6 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Spartan Planning & Wealth Management first reported a position in MKC in Q4 2022 and has held it in 3 quarters since. The position peaked at $107K in Q4 2022. 952 funds tracked by Wall St. Rank hold MKC as of Q4 2023.

  • Spartan Planning & Wealth Management held 6 shares of McCormick & Company Non-Voting worth $411 as of Q4 2023.
  • Spartan Planning & Wealth Management left its McCormick & Company Non-Voting share count unchanged in Q4 2023.
  • McCormick & Company Non-Voting made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #178 holding.
  • Spartan Planning & Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's McCormick & Company Non-Voting position peaked at $107K in Q4 2022.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.