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

Visionary 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
2022
Q1 		– Sell
-3,500
Closed -$338K – 446
2021
Q4 		$338K Buy
+3,500
New +$298K 0.03% 278

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Visionary Wealth Advisors's MKC Position: Q1 2022 in Review

Visionary Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q1 2022, closing a stake of 3,500 shares — an estimated $338K sold.

Visionary Wealth Advisors first reported a position in MKC in Q4 2021 and held it in 1 quarter. The position peaked at $338K in Q4 2021. 996 funds tracked by Wall St. Rank hold MKC as of Q1 2022.

  • Visionary Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q1 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 3,500 McCormick & Company Non-Voting shares in Q1 2022, an estimated $338K.
  • Visionary Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 1 quarter.
  • Visionary Wealth Advisors's McCormick & Company Non-Voting position peaked at $338K in Q4 2021.
  • 996 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2022.

Based on Visionary Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.