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

Tyler-Stone 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 Q3	–	Sell	-247	Closed	-$17.5K	–	698
2024 Q2	$17.5K	Hold	247	–	–	0.01%	547
2024 Q1	$19K	Hold	247	–	–	0.01%	533
2023 Q4	$16.9K	Hold	247	–	–	0.01%	537
2023 Q3	$19K	Hold	247	–	–	0.01%	493
2023 Q2	$22K	Buy	+247	New	+$21.8K	0.01%	472
2022 Q4	$17K	Hold	200	–	–	0.01%	467
2022 Q3	$14K	Hold	200	–	–	0.01%	490
2022 Q2	$17K	Hold	200	–	–	0.01%	475
2022 Q1	$20K	Hold	200	–	–	0.01%	473
2021 Q4	$19K	Buy	+200	New	+$17K	0.01%	496

Other funds holding MKC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Tyler-Stone Wealth Management's MKC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2024, closing a stake of 247 shares — an estimated $17.5K sold.

Tyler-Stone Wealth Management first reported a position in MKC in Q4 2021 and held it in 10 quarters. The position peaked at $22K in Q2 2023. 1,012 funds tracked by Wall St. Rank hold MKC as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 247 McCormick & Company Non-Voting shares in Q3 2024, an estimated $17.5K.
Tyler-Stone Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's McCormick & Company Non-Voting position peaked at $22K in Q2 2023.
1,012 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.