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Bridge Advisory’s McCormick & Company Non-Voting MKC Stock Holding History

Bridge Advisory’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
Q1 		– Sell
-2,176
Closed -$208K – 86
2020
Q4 		$208K Buy
+2,176
New +$205K 0.1% 77

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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bridge Advisory's MKC Position: Q1 2021 in Review

Bridge Advisory sold out of McCormick & Company Non-Voting (MKC) in Q1 2021, closing a stake of 2,176 shares — an estimated $208K sold.

Bridge Advisory first reported a position in MKC in Q4 2020 and held it in 1 quarter. The position peaked at $208K in Q4 2020. 960 funds tracked by Wall St. Rank hold MKC as of Q1 2021.

  • Bridge Advisory reported no remaining McCormick & Company Non-Voting position as of Q1 2021 after selling out during the quarter.
  • Bridge Advisory sold 2,176 McCormick & Company Non-Voting shares in Q1 2021, an estimated $208K.
  • Bridge Advisory first reported a position in McCormick & Company Non-Voting in Q4 2020 and held it in 1 quarter.
  • Bridge Advisory's McCormick & Company Non-Voting position peaked at $208K in Q4 2020.
  • 960 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2021.

Based on Bridge Advisory's 13F filing for Q1 2021, filed 6 May 2021.