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Advisory Research’s McCormick & Company Non-Voting MKC Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-2,082
Closed -$75K – 541
2014
Q1 		$75K Buy
+2,082
New +$70.1K ﹤0.01% 368

Other funds holding MKC

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Advisory Research's MKC Position: Q2 2014 in Review

Advisory Research sold out of McCormick & Company Non-Voting (MKC) in Q2 2014, closing a stake of 2,082 shares — an estimated $75K sold.

Advisory Research first reported a position in MKC in Q1 2014 and held it in 1 quarter. The position peaked at $75K in Q1 2014. 507 funds tracked by Wall St. Rank hold MKC as of Q2 2014.

  • Advisory Research reported no remaining McCormick & Company Non-Voting position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 2,082 McCormick & Company Non-Voting shares in Q2 2014, an estimated $75K.
  • Advisory Research first reported a position in McCormick & Company Non-Voting in Q1 2014 and held it in 1 quarter.
  • Advisory Research's McCormick & Company Non-Voting position peaked at $75K in Q1 2014.
  • 507 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.