VisionPoint Advisory Group’s McCormick & Company Non-Voting MKC Stock Holding History

VisionPoint Advisory Group’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
2025 Q1	–	Sell	-786	Closed	-$59.6K	–	268
2024 Q4	$59.6K	Buy	+786	New	+$61.7K	0.02%	281
2024 Q3	–	Sell	-718	Closed	-$50.9K	–	565
2024 Q2	$50.9K	Sell	718 -21	-3%	-$1.53K	0.02%	268
2024 Q1	$56.8K	Buy	739 +99	+15%	+$6.73K	0.02%	252
2023 Q4	$43.8K	Buy	+640	New	+$41.9K	0.02%	256
2023 Q3	–	Sell	-92	Closed	-$8.04K	–	776
2023 Q2	$8.04K	Buy	+92	New	+$8.13K	﹤0.01%	423
2020 Q4	–	Sell	-3,070	Closed	-$298K	–	152
2020 Q3	$298K	Sell	3,070 -582	-16%	-$57K	0.13%	87
2020 Q2	$353K	Buy	3,652 +58	+2%	+$4.78K	0.14%	66
2020 Q1	$254K	Buy	+3,594	New	+$279K	0.12%	88

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VisionPoint Advisory Group's MKC Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of McCormick & Company Non-Voting (MKC) in Q1 2025, closing a stake of 786 shares — an estimated $59.6K sold.

VisionPoint Advisory Group first reported a position in MKC in Q1 2020 and held it in 8 quarters. The position peaked at $353K in Q2 2020. 1,033 funds tracked by Wall St. Rank hold MKC as of Q1 2025.

VisionPoint Advisory Group reported no remaining McCormick & Company Non-Voting position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 786 McCormick & Company Non-Voting shares in Q1 2025, an estimated $59.6K.
VisionPoint Advisory Group first reported a position in McCormick & Company Non-Voting in Q1 2020 and held it in 8 quarters.
VisionPoint Advisory Group's McCormick & Company Non-Voting position peaked at $353K in Q2 2020.
1,033 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.