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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 – – 647
2018
Q2 		$0 Hold
8
– – ﹤0.01% 674
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return