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Zullo Investment Group’s McCormick & Company Non-Voting MKC Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-472
Closed -$39.1K – 480
2022
Q4 		$39.1K Sell
472
-36
-7% -$2.9K 0.02% 310
2022
Q3 		$36K Sell
508
-17
-3% -$1.43K 0.02% 319
2022
Q2 		$44K Buy
525
+94
+22% +$8.91K 0.03% 297
2022
Q1 		$43K Buy
431
+355
+467% +$34.7K 0.02% 319
2021
Q4 		$7K Buy
+76
New +$6.47K ﹤0.01% 605

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zullo Investment Group's MKC Position: Q1 2023 in Review

Zullo Investment Group sold out of McCormick & Company Non-Voting (MKC) in Q1 2023, closing a stake of 472 shares — an estimated $39.1K sold.

Zullo Investment Group first reported a position in MKC in Q4 2021 and held it in 5 quarters. The position peaked at $44K in Q2 2022. 940 funds tracked by Wall St. Rank hold MKC as of Q1 2023.

  • Zullo Investment Group reported no remaining McCormick & Company Non-Voting position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 472 McCormick & Company Non-Voting shares in Q1 2023, an estimated $39.1K.
  • Zullo Investment Group first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's McCormick & Company Non-Voting position peaked at $44K in Q2 2022.
  • 940 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.