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Berman Capital Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Berman Capital 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
Q3 		$60K Buy
751
+241
+47% +$20.7K 0.01% 607
2021
Q2 		$45K Sell
510
-16
-3% -$1.43K 0.01% 627
2021
Q1 		$46K Buy
526
+57
+12% +$5.07K 0.01% 509
2020
Q4 		$44K Sell
469
-121
-21% -$11.4K 0.01% 438
2020
Q3 		$56K Buy
590
+160
+37% +$15.7K 0.02% 319
2020
Q2 		$37K Buy
430
+48
+13% +$3.95K 0.01% 394
2020
Q1 		$25K Buy
382
+68
+22% +$5.28K 0.01% 444
2019
Q4 		$26K Buy
314
+24
+8% +$1.99K 0.01% 463
2019
Q3 		$22K Hold
290
– – 0.01% 483
2019
Q2 		$22K Buy
290
+66
+29% +$5.09K 0.01% 489
2019
Q1 		$16K Buy
224
+78
+53% +$5.26K 0.01% 511
2018
Q4 		$10K Buy
+146
New +$10.5K ﹤0.01% 509

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

Berman Capital Advisors's MKC Position: Q3 2021 in Review

Berman Capital Advisors increased its McCormick & Company Non-Voting (MKC) stake by 47% in Q3 2021, buying an estimated $20.7K and bringing the position to 751 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #607.

Berman Capital Advisors first reported a position in MKC in Q4 2018 and has held it in 12 quarters since. 925 funds tracked by Wall St. Rank hold MKC as of Q3 2021.

  • Berman Capital Advisors held 751 shares of McCormick & Company Non-Voting worth $60K as of Q3 2021.
  • Berman Capital Advisors bought 241 McCormick & Company Non-Voting shares in Q3 2021, an estimated $20.7K.
  • McCormick & Company Non-Voting made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #607 holding.
  • Berman Capital Advisors first reported a position in McCormick & Company Non-Voting in Q4 2018 and has held it in 12 quarters since.
  • 925 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.