Beese Fulmer Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Beese Fulmer Investment Management’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	-3,000	Closed	-$267K	–	237
2021 Q1	$267K	Hold	3,000	–	–	0.03%	183
2020 Q4	$287K	Sell	3,000 -400	-12%	-$37.8K	0.04%	173
2020 Q3	$330K	Hold	3,400	–	–	0.05%	149
2020 Q2	$305K	Hold	3,400	–	–	0.05%	152
2020 Q1	$240K	Hold	3,400	–	–	0.04%	156
2019 Q4	$289K	Sell	3,400 -200	-6%	-$16.6K	0.04%	165
2019 Q3	$281K	Buy	+3,600	New	+$289K	0.04%	168

Other funds holding MKC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Beese Fulmer Investment Management's MKC Position: Q2 2021 in Review

Beese Fulmer Investment Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2021, closing a stake of 3,000 shares — an estimated $267K sold.

Beese Fulmer Investment Management first reported a position in MKC in Q3 2019 and held it in 7 quarters. The position peaked at $330K in Q3 2020. 947 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

Beese Fulmer Investment Management reported no remaining McCormick & Company Non-Voting position as of Q2 2021 after selling out during the quarter.
Beese Fulmer Investment Management sold 3,000 McCormick & Company Non-Voting shares in Q2 2021, an estimated $267K.
Beese Fulmer Investment Management first reported a position in McCormick & Company Non-Voting in Q3 2019 and held it in 7 quarters.
Beese Fulmer Investment Management's McCormick & Company Non-Voting position peaked at $330K in Q3 2020.
947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2021, filed 8 Jul 2021.