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

Sugarloaf 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
2024 Q4	$16.2K	Hold	212	–	–	﹤0.01%	431
2024 Q3	$17.4K	Hold	212	–	–	﹤0.01%	432
2024 Q2	$15K	Hold	212	–	–	﹤0.01%	437
2024 Q1	$16.3K	Hold	212	–	–	﹤0.01%	436
2023 Q4	$14.5K	Hold	212	–	–	﹤0.01%	443
2023 Q3	$16K	Hold	212	–	–	﹤0.01%	408
2023 Q2	$18.5K	Hold	212	–	–	﹤0.01%	398
2023 Q1	$17.6K	Hold	212	–	–	﹤0.01%	408
2022 Q4	$17.6K	Hold	212	–	–	﹤0.01%	423
2022 Q3	$16K	Hold	212	–	–	﹤0.01%	449
2022 Q2	$18K	Hold	212	–	–	﹤0.01%	433
2022 Q1	$21K	Hold	212	–	–	0.01%	399
2021 Q4	$20K	Hold	212	–	–	﹤0.01%	430
2021 Q3	$17K	Hold	212	–	–	﹤0.01%	457
2021 Q2	$19K	Hold	212	–	–	0.01%	422
2021 Q1	$19	Hold	212	–	–	0.01%	416
2020 Q4	$20K	Hold	212	–	–	0.01%	381
2020 Q3	$21K	Hold	212	–	–	0.01%	346
2020 Q2	$19K	Hold	212	–	–	0.01%	358
2020 Q1	$15K	Hold	212	–	–	0.01%	378
2019 Q4	$18K	Buy	+212	New	+$17.5K	0.01%	386

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sugarloaf Wealth Management's MKC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its McCormick & Company Non-Voting (MKC) position steady in Q4 2024 at 212 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Sugarloaf Wealth Management first reported a position in MKC in Q4 2019 and has held it in 21 quarters since. The position peaked at $21K in Q1 2022. 1,025 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

Sugarloaf Wealth Management held 212 shares of McCormick & Company Non-Voting worth $16.2K as of Q4 2024.
Sugarloaf Wealth Management left its McCormick & Company Non-Voting share count unchanged in Q4 2024.
McCormick & Company Non-Voting made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #431 holding.
Sugarloaf Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's McCormick & Company Non-Voting position peaked at $21K in Q1 2022.
1,025 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.