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Steward Financial Group’s McCormick & Company Non-Voting MKC Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+63
New +$5.26K ﹤0.01% 740
2022
Q3 		– Sell
-5
Closed – – 825
2022
Q2 		$0 Buy
+5
New +$474 ﹤0.01% 1208

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Steward Financial Group's MKC Position: Q3 2023 in Review

Steward Financial Group opened a new position in McCormick & Company Non-Voting (MKC) in Q3 2023: 63 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MKC as recently as Q2 2022.

Steward Financial Group first reported a position in MKC in Q2 2022 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold MKC as of Q3 2023.

  • Steward Financial Group held 63 shares of McCormick & Company Non-Voting worth $4K as of Q3 2023.
  • McCormick & Company Non-Voting was a new Steward Financial Group position in Q3 2023.
  • McCormick & Company Non-Voting made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #740 holding.
  • Steward Financial Group first reported a position in McCormick & Company Non-Voting in Q2 2022 and has held it in 2 quarters since.
  • 932 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.