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

Certified Advisory Corp’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	-427	Closed	-$38K	–	523
2021 Q1	$38K	Buy	+427	New	+$38K	0.01%	391
2020 Q2	$38K	Hold	428	–	–	0.01%	343
2020 Q1	$30K	Hold	428	–	–	0.01%	349
2019 Q4	$36K	Hold	428	–	–	0.01%	363
2019 Q3	$33K	Hold	428	–	–	0.01%	379
2019 Q2	$33K	Hold	428	–	–	0.01%	379
2019 Q1	$32K	Hold	428	–	–	0.01%	358
2018 Q4	$30K	Hold	428	–	–	0.02%	349
2018 Q3	$28K	Hold	428	–	–	0.01%	380
2018 Q2	$25K	Buy	428 +2	+0.5%	+$105	0.01%	384
2018 Q1	$22K	Hold	426	–	–	0.01%	395
2017 Q4	$21K	Buy	+426	New	+$21.2K	0.02%	363

Other funds holding MKC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Certified Advisory Corp's MKC Position: Q2 2021 in Review

Certified Advisory Corp sold out of McCormick & Company Non-Voting (MKC) in Q2 2021, closing a stake of 427 shares — an estimated $38K sold.

Certified Advisory Corp first reported a position in MKC in Q4 2017 and held it in 12 quarters. The position peaked at $38K in Q1 2021. 947 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

Certified Advisory Corp reported no remaining McCormick & Company Non-Voting position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 427 McCormick & Company Non-Voting shares in Q2 2021, an estimated $38K.
Certified Advisory Corp first reported a position in McCormick & Company Non-Voting in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's McCormick & Company Non-Voting position peaked at $38K in Q1 2021.
947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.