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Wellington Shields & Co’s McCormick & Company Non-Voting MKC Stock Holding History

Wellington Shields & Co’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
Q4 		– Sell
-5,100
Closed -$420K – 303
2024
Q3 		$420K Buy
+5,100
New +$398K 0.13% 143

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Shields & Co's MKC Position: Q4 2024 in Review

Wellington Shields & Co sold out of McCormick & Company Non-Voting (MKC) in Q4 2024, closing a stake of 5,100 shares — an estimated $420K sold.

Wellington Shields & Co first reported a position in MKC in Q3 2024 and held it in 1 quarter. The position peaked at $420K in Q3 2024. 1,025 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

  • Wellington Shields & Co reported no remaining McCormick & Company Non-Voting position as of Q4 2024 after selling out during the quarter.
  • Wellington Shields & Co sold 5,100 McCormick & Company Non-Voting shares in Q4 2024, an estimated $420K.
  • Wellington Shields & Co first reported a position in McCormick & Company Non-Voting in Q3 2024 and held it in 1 quarter.
  • Wellington Shields & Co's McCormick & Company Non-Voting position peaked at $420K in Q3 2024.
  • 1,025 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Wellington Shields & Co's 13F filing for Q4 2024, filed 10 Feb 2025.