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

CSat Investment 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	$39K	Buy	438 +168	+62%	+$14.9K	0.03%	254
2020 Q4	$26K	Sell	270 -1,058	-80%	-$99.9K	0.02%	295
2020 Q3	$129K	Sell	1,328 -24	-2%	-$2.35K	0.01%	375
2020 Q2	$121K	Sell	1,352 -148	-10%	-$12.2K	0.01%	413
2020 Q1	$106K	Buy	1,500 +556	+59%	+$43.1K	0.02%	329
2019 Q4	$80K	Buy	944 +248	+36%	+$20.5K	0.02%	424
2019 Q3	$54K	Buy	696 +18	+3%	+$1.45K	0.02%	503
2019 Q2	$53K	Buy	678 +428	+171%	+$33K	0.02%	480
2019 Q1	$19K	Buy	250 +70	+39%	+$4.72K	0.01%	330
2018 Q4	$13K	Sell	180 -20	-10%	-$1.44K	0.01%	369
2018 Q3	$13K	Sell	200 -66	-25%	-$4.07K	0.01%	319
2018 Q2	$15K	Buy	+266	New	+$14K	0.01%	258

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

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

CSat Investment Advisory's MKC Position: Q1 2021 in Review

CSat Investment Advisory increased its McCormick & Company Non-Voting (MKC) stake by 62% in Q1 2021, buying an estimated $14.9K and bringing the position to 438 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #254.

CSat Investment Advisory first reported a position in MKC in Q2 2018 and has held it in 12 quarters since. The position peaked at $129K in Q3 2020. 961 funds tracked by Wall St. Rank hold MKC as of Q1 2021.

CSat Investment Advisory held 438 shares of McCormick & Company Non-Voting worth $39K as of Q1 2021.
CSat Investment Advisory bought 168 McCormick & Company Non-Voting shares in Q1 2021, an estimated $14.9K.
McCormick & Company Non-Voting made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #254 holding.
CSat Investment Advisory first reported a position in McCormick & Company Non-Voting in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's McCormick & Company Non-Voting position peaked at $129K in Q3 2020.
961 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.