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Campbell Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Campbell Wealth 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
2020
Q3 		– Sell
-600
Closed -$54K – 241
2020
Q2 		$54K Buy
+600
New +$49.4K 0.01% 144

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Campbell Wealth Management's MKC Position: Q3 2020 in Review

Campbell Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2020, closing a stake of 600 shares — an estimated $54K sold.

Campbell Wealth Management first reported a position in MKC in Q2 2020 and held it in 1 quarter. The position peaked at $54K in Q2 2020. 927 funds tracked by Wall St. Rank hold MKC as of Q3 2020.

  • Campbell Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 600 McCormick & Company Non-Voting shares in Q3 2020, an estimated $54K.
  • Campbell Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's McCormick & Company Non-Voting position peaked at $54K in Q2 2020.
  • 927 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.