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Tempus Wealth Planning’s McCormick & Company Non-Voting MKC Stock Holding History

Tempus Wealth Planning’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
Q4 		– Sell
-3,218
Closed -$243K – 196
2023
Q3 		$243K Sell
3,218
-3,936
-55% -$329K 0.12% 145
2023
Q2 		$624K Buy
7,154
+434
+6% +$38.4K 0.28% 93
2023
Q1 		$559K Sell
6,720
-96
-1% -$7.32K 0.27% 91
2022
Q4 		$565K Sell
6,816
-262
-4% -$21.1K 0.34% 88
2022
Q3 		$504K Sell
7,078
-366
-5% -$30.7K 0.34% 82
2022
Q2 		$620K Hold
7,444
– – 0.51% 54
2022
Q1 		$743K Sell
7,444
-590
-7% -$57.7K 0.53% 50
2021
Q4 		$776K Buy
8,034
+87
+1% +$7.41K 0.42% 66
2021
Q3 		$644K Buy
7,947
+670
+9% +$57.5K 0.36% 73
2021
Q2 		$643K Buy
+7,277
New +$649K 0.43% 66

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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