BDO Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

BDO Wealth Advisors’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
2021 Q2	–	Sell	-26	Closed	-$2K	–	1171
2021 Q1	$2K	Sell	26 -36	-58%	-$3.2K	﹤0.01%	996
2020 Q4	$6K	Hold	62	–	–	﹤0.01%	618
2020 Q3	$6K	Sell	62 -274	-82%	-$26.8K	﹤0.01%	539
2020 Q2	$30K	Hold	336	–	–	0.01%	380
2020 Q1	$24K	Buy	+336	New	+$26.1K	﹤0.01%	424
2018 Q3	–	Sell	-8	Closed	–	–	646
2018 Q2	$0	Hold	8	–	–	﹤0.01%	673
2018 Q1	$0	Sell	8 -242	-97%	-$12.7K	﹤0.01%	594
2017 Q4	$13K	Buy	250 +156	+166%	+$7.77K	0.01%	315
2017 Q3	$5K	Buy	+94	New	+$4.53K	﹤0.01%	343

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

BDO Wealth Advisors's MKC Position: Q2 2021 in Review

BDO Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2021, closing a stake of 26 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in MKC in Q3 2017 and held it in 9 quarters. The position peaked at $30K in Q2 2020. 947 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

BDO Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2021 after selling out during the quarter.
BDO Wealth Advisors sold 26 McCormick & Company Non-Voting shares in Q2 2021, an estimated $2K.
BDO Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q3 2017 and held it in 9 quarters.
BDO Wealth Advisors's McCormick & Company Non-Voting position peaked at $30K in Q2 2020.
947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.