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

Sutton 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
2023 Q3	$14.4K	Buy	191 +24	+14%	+$2K	0.01%	409
2023 Q2	$14.6K	Sell	167 -3	-2%	-$265	0.01%	397
2023 Q1	$14.1K	Sell	170 -65	-28%	-$4.96K	0.01%	357
2022 Q4	$19.5K	Buy	235 +34	+17%	+$2.74K	0.01%	701
2022 Q3	$14.3K	Sell	201 -18	-8%	-$1.51K	0.01%	775
2022 Q2	$18.2K	Sell	219 -1	-0.5%	-$95	0.01%	708
2022 Q1	$22K	Buy	220 +8	+4%	+$782	0.01%	681
2021 Q4	$20.5K	Hold	212	–	–	0.01%	691
2021 Q3	$17.2K	Sell	212 -11	-5%	-$944	0.01%	742
2021 Q2	$19.7K	Hold	223	–	–	0.01%	705
2021 Q1	$19.9K	Buy	223 +19	+9%	+$1.69K	0.01%	673
2020 Q4	$19.5K	Hold	204	–	–	0.01%	623
2020 Q3	$19.8K	Hold	204	–	–	0.01%	546
2020 Q2	$18.3K	Buy	204 +28	+16%	+$2.31K	0.01%	560
2020 Q1	$12.4K	Buy	176 +6	+4%	+$466	0.01%	598
2019 Q4	$14.4K	Hold	170	–	–	0.01%	723
2019 Q3	$13.3K	Hold	170	–	–	0.01%	709
2019 Q2	$13.2K	Hold	170	–	–	0.01%	705
2019 Q1	$12.8K	Buy	170 +10	+6%	+$674	0.01%	721
2018 Q4	$11.1K	Buy	160 +92	+135%	+$6.6K	0.01%	712
2018 Q3	$4.48K	Hold	68	–	–	﹤0.01%	909
2018 Q2	$3.95K	Hold	68	–	–	﹤0.01%	946
2018 Q1	$3.62K	Hold	68	–	–	﹤0.01%	956
2017 Q4	$3.46K	Hold	68	–	–	﹤0.01%	923
2017 Q3	$3.49K	Hold	68	–	–	﹤0.01%	908
2017 Q2	$3.31K	Hold	68	–	–	﹤0.01%	919
2017 Q1	$3.32K	Hold	68	–	–	﹤0.01%	893
2016 Q4	$3.17K	Hold	68	–	–	﹤0.01%	893
2016 Q3	$3.4K	Hold	68	–	–	﹤0.01%	881
2016 Q2	$3.63K	Hold	68	–	–	﹤0.01%	839
2016 Q1	$3.38K	Buy	+68	New	+$3.06K	﹤0.01%	832

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Sutton Wealth Advisors's MKC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its McCormick & Company Non-Voting (MKC) stake by 14% in Q3 2023, buying an estimated $2K and bringing the position to 191 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #409.

Sutton Wealth Advisors first reported a position in MKC in Q1 2016 and has held it in 31 quarters since. The position peaked at $22K in Q1 2022. 933 funds tracked by Wall St. Rank hold MKC as of Q3 2023.

Sutton Wealth Advisors held 191 shares of McCormick & Company Non-Voting worth $14.4K as of Q3 2023.
Sutton Wealth Advisors bought 24 McCormick & Company Non-Voting shares in Q3 2023, an estimated $2K.
McCormick & Company Non-Voting made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #409 holding.
Sutton Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's McCormick & Company Non-Voting position peaked at $22K in Q1 2022.
933 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.