Triad Financial Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Triad Financial 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	$493K	Buy	6,518 +35	+0.5%	+$2.92K	0.17%	50
2023 Q2	$566K	Buy	6,483 +2	+0%	+$177	0.23%	45
2023 Q1	$539K	Sell	6,481 -5	-0.1%	-$381	0.23%	44
2022 Q4	$538K	Sell	6,486 -602	-8%	-$48.5K	0.24%	45
2022 Q3	$505K	Buy	7,088 +1	+0%	+$84	0.27%	42
2022 Q2	$590K	Buy	7,087 +12	+0.2%	+$1.14K	0.33%	35
2022 Q1	$706K	Buy	7,075 +21	+0.3%	+$2.05K	0.38%	34
2021 Q4	$681K	Buy	+7,054	New	+$601K	0.4%	37

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

Triad Financial Advisors's MKC Position: Q3 2023 in Review

Triad Financial Advisors increased its McCormick & Company Non-Voting (MKC) stake by 0.54% in Q3 2023, buying an estimated $2.92K and bringing the position to 6,518 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #50.

Triad Financial Advisors first reported a position in MKC in Q4 2021 and has held it in 8 quarters since. The position peaked at $706K in Q1 2022. 932 funds tracked by Wall St. Rank hold MKC as of Q3 2023.

Triad Financial Advisors held 6,518 shares of McCormick & Company Non-Voting worth $493K as of Q3 2023.
Triad Financial Advisors bought 35 McCormick & Company Non-Voting shares in Q3 2023, an estimated $2.92K.
McCormick & Company Non-Voting made up 0.17% of Triad Financial Advisors's portfolio in Q3 2023, its #50 holding.
Triad Financial Advisors first reported a position in McCormick & Company Non-Voting in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's McCormick & Company Non-Voting position peaked at $706K in Q1 2022.
932 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.