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YorkBridge Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$360K Sell
4,346
-146
-3% -$11.8K 0.09% 154
2022
Q3 		$320K Buy
4,492
+68
+2% +$5.7K 0.08% 180
2022
Q2 		$368K Sell
4,424
-269
-6% -$25.5K 0.1% 159
2022
Q1 		$468K Sell
4,693
-616
-12% -$60.2K 0.1% 148
2021
Q4 		$513K Buy
5,309
+241
+5% +$20.5K 0.12% 136
2021
Q3 		$411K Buy
5,068
+1,003
+25% +$86.1K 0.1% 155
2021
Q2 		$359K Buy
4,065
+98
+2% +$8.74K 0.09% 176
2021
Q1 		$354K Buy
3,967
+1,263
+47% +$112K 0.1% 165
2020
Q4 		$259K Buy
2,704
+278
+11% +$26.2K 0.09% 164
2020
Q3 		$235K Buy
2,426
+128
+6% +$12.5K 0.1% 159
2020
Q2 		$206K Buy
+2,298
New +$189K 0.09% 168
2020
Q1 		– Sell
-3,098
Closed -$263K – 172
2019
Q4 		$263K Sell
3,098
-12
-0.4% -$993 0.12% 154
2019
Q3 		$243K Sell
3,110
-2
-0.1% -$161 0.12% 155
2019
Q2 		$241K Sell
3,112
-236
-7% -$18.2K 0.11% 160
2019
Q1 		$252K Sell
3,348
-20
-0.6% -$1.35K 0.12% 149
2018
Q4 		$234K Sell
3,368
-2,584
-43% -$185K 0.12% 138
2018
Q3 		$395K Sell
5,952
-242
-4% -$14.9K 0.18% 117
2018
Q2 		$360K Buy
6,194
+422
+7% +$22.2K 0.16% 128
2018
Q1 		$303K Buy
5,772
+432
+8% +$22.7K 0.14% 143
2017
Q4 		$271K Buy
5,340
+1,948
+57% +$97.1K 0.13% 151
2017
Q3 		$174K Buy
+3,392
New +$164K 0.09% 190

Other funds holding MKC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

YorkBridge Wealth Partners's MKC Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its McCormick & Company Non-Voting (MKC) stake by 3.3% in Q4 2022, selling an estimated $11.8K and leaving 4,346 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #154.

YorkBridge Wealth Partners first reported a position in MKC in Q3 2017 and has held it in 21 quarters since. The position peaked at $513K in Q4 2021. 933 funds tracked by Wall St. Rank hold MKC as of Q4 2022.

  • YorkBridge Wealth Partners held 4,346 shares of McCormick & Company Non-Voting worth $360K as of Q4 2022.
  • YorkBridge Wealth Partners sold 146 McCormick & Company Non-Voting shares in Q4 2022, an estimated $11.8K.
  • McCormick & Company Non-Voting made up 0.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #154 holding.
  • YorkBridge Wealth Partners first reported a position in McCormick & Company Non-Voting in Q3 2017 and has held it in 21 quarters since.
  • YorkBridge Wealth Partners's McCormick & Company Non-Voting position peaked at $513K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.