Western Pacific Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Western Pacific 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 Q4	–	Sell	-1,700	Closed	-$140K	–	247
2024 Q3	$140K	Buy	+1,700	New	+$133K	0.09%	81
2024 Q1	–	Sell	-300	Closed	-$20.5K	–	315
2023 Q4	$20.5K	Sell	300 -40	-12%	-$2.62K	0.02%	176
2023 Q3	$25.7K	Hold	340	–	–	0.02%	174
2023 Q2	$29.7K	Hold	340	–	–	0.02%	171
2023 Q1	$28.3K	Hold	340	–	–	0.02%	173
2022 Q4	$28.2K	Buy	340 +40	+13%	+$3.23K	0.02%	162
2022 Q3	$21K	Hold	300	–	–	0.02%	165
2022 Q2	$24K	Hold	300	–	–	0.02%	117
2022 Q1	$29K	Buy	300 +100	+50%	+$9.78K	0.02%	127
2021 Q4	$19K	Buy	+200	New	+$17K	0.01%	154

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

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

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

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

Western Pacific Wealth Management's MKC Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2024, closing a stake of 1,700 shares — an estimated $140K sold.

Western Pacific Wealth Management first reported a position in MKC in Q4 2021 and held it in 10 quarters. The position peaked at $140K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

Western Pacific Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 1,700 McCormick & Company Non-Voting shares in Q4 2024, an estimated $140K.
Western Pacific Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 10 quarters.
Western Pacific Wealth Management's McCormick & Company Non-Voting position peaked at $140K in Q3 2024.
1,028 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.