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Tanglewood Legacy Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Tanglewood Legacy 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
2024
Q4 		– Sell
-200
Closed -$16.5K – 302
2024
Q3 		$16.5K Hold
200
– – 0.01% 221
2024
Q2 		$14.2K Hold
200
– – 0.01% 226
2024
Q1 		$15.4K Hold
200
– – 0.01% 234
2023
Q4 		$13.7K Hold
200
– – 0.01% 230
2023
Q3 		$15.1K Hold
200
– – 0.01% 230
2023
Q2 		$17.4K Hold
200
– – 0.01% 222
2023
Q1 		$16.6K Hold
200
– – 0.01% 215
2022
Q4 		$16.6K Buy
+200
New +$16.1K 0.01% 194

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Tanglewood Legacy Advisors's MKC Position: Q4 2024 in Review

Tanglewood Legacy Advisors sold out of McCormick & Company Non-Voting (MKC) in Q4 2024, closing a stake of 200 shares — an estimated $16.5K sold.

Tanglewood Legacy Advisors first reported a position in MKC in Q4 2022 and held it in 8 quarters. The position peaked at $17.4K in Q2 2023. 1,028 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

  • Tanglewood Legacy Advisors reported no remaining McCormick & Company Non-Voting position as of Q4 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 200 McCormick & Company Non-Voting shares in Q4 2024, an estimated $16.5K.
  • Tanglewood Legacy Advisors first reported a position in McCormick & Company Non-Voting in Q4 2022 and held it in 8 quarters.
  • Tanglewood Legacy Advisors's McCormick & Company Non-Voting position peaked at $17.4K in Q2 2023.
  • 1,028 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.