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Stiles Financial Services’s McCormick & Company Non-Voting MKC Stock Holding History

Stiles Financial Services’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
2025
Q1 		– Sell
-3,133
Closed -$239K – 179
2024
Q4 		$239K Sell
3,133
-418
-12% -$32.8K 0.09% 166
2024
Q3 		$292K Buy
3,551
+18
+0.5% +$1.4K 0.1% 152
2024
Q2 		$251K Buy
3,533
+20
+0.6% +$1.46K 0.1% 162
2024
Q1 		$270K Buy
3,513
+19
+0.5% +$1.29K 0.11% 153
2023
Q4 		$239K Sell
3,494
-1,686
-33% -$110K 0.11% 154
2023
Q3 		$392K Buy
5,180
+20
+0.4% +$1.67K 0.2% 111
2023
Q2 		$450K Buy
5,160
+20
+0.4% +$1.77K 0.22% 106
2023
Q1 		$428K Buy
5,140
+120
+2% +$9.15K 0.23% 110
2022
Q4 		$416K Buy
5,020
+23
+0.5% +$1.85K 0.24% 105
2022
Q3 		$356K Buy
4,997
+20
+0.4% +$1.68K 0.22% 117
2022
Q2 		$414K Buy
4,977
+513
+11% +$48.6K 0.25% 104
2022
Q1 		$445K Buy
4,464
+690
+18% +$67.5K 0.22% 109
2021
Q4 		$365K Buy
+3,774
New +$321K 0.18% 125

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stiles Financial Services's MKC Position: Q1 2025 in Review

Stiles Financial Services sold out of McCormick & Company Non-Voting (MKC) in Q1 2025, closing a stake of 3,133 shares — an estimated $239K sold.

Stiles Financial Services first reported a position in MKC in Q4 2021 and held it in 13 quarters. The position peaked at $450K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold MKC as of Q1 2025.

  • Stiles Financial Services reported no remaining McCormick & Company Non-Voting position as of Q1 2025 after selling out during the quarter.
  • Stiles Financial Services sold 3,133 McCormick & Company Non-Voting shares in Q1 2025, an estimated $239K.
  • Stiles Financial Services first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 13 quarters.
  • Stiles Financial Services's McCormick & Company Non-Voting position peaked at $450K in Q2 2023.
  • 1,033 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2025.

Based on Stiles Financial Services's 13F filing for Q1 2025, filed 22 Apr 2025.