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American Economic Planning Group’s McCormick & Company Non-Voting MKC Stock Holding History

American Economic Planning 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
2019
Q3 		$385K Buy
4,790
+2
+0% +$161 0.11% 57
2019
Q2 		$371K Buy
4,788
+26
+0.5% +$2K 0.11% 56
2019
Q1 		$359K Buy
4,762
+26
+0.5% +$1.75K 0.11% 52
2018
Q4 		$330K Buy
+4,736
New +$340K 0.11% 54

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Economic Planning Group's MKC Position: Q3 2019 in Review

American Economic Planning Group increased its McCormick & Company Non-Voting (MKC) stake by 0.04% in Q3 2019, buying an estimated $161 and bringing the position to 4,790 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #57.

American Economic Planning Group first reported a position in MKC in Q4 2018 and has held it in 4 quarters since. 840 funds tracked by Wall St. Rank hold MKC as of Q3 2019.

  • American Economic Planning Group held 4,790 shares of McCormick & Company Non-Voting worth $385K as of Q3 2019.
  • American Economic Planning Group bought 2 McCormick & Company Non-Voting shares in Q3 2019, an estimated $161.
  • McCormick & Company Non-Voting made up 0.11% of American Economic Planning Group's portfolio in Q3 2019, its #57 holding.
  • American Economic Planning Group first reported a position in McCormick & Company Non-Voting in Q4 2018 and has held it in 4 quarters since.
  • 840 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.