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Wood Tarver Financial Group’s McCormick & Company Non-Voting MKC Stock Holding History

Wood Tarver Financial 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
-1
Closed – – 771
2024
Q4 		$0 Buy
+1
New +$79 ﹤0.01% 708

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wood Tarver Financial Group's MKC Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of McCormick & Company Non-Voting (MKC) in Q1 2025, closing a stake of 1 share.

Wood Tarver Financial Group first reported a position in MKC in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 1,031 funds tracked by Wall St. Rank hold MKC as of Q1 2025.

  • Wood Tarver Financial Group reported no remaining McCormick & Company Non-Voting position as of Q1 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1 McCormick & Company Non-Voting share in Q1 2025.
  • Wood Tarver Financial Group first reported a position in McCormick & Company Non-Voting in Q4 2024 and held it in 1 quarter.
  • Wood Tarver Financial Group's McCormick & Company Non-Voting position peaked at $0 in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.