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

EPG 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
Q2 		– Sell
-270
Closed -$19K – 526
2020
Q1 		$19K Hold
270
– – 0.01% 405
2019
Q4 		$23K Buy
+270
New +$22.3K 0.02% 330

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EPG Wealth Management's MKC Position: Q2 2020 in Review

EPG Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2020, closing a stake of 270 shares — an estimated $19K sold.

EPG Wealth Management first reported a position in MKC in Q4 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 879 funds tracked by Wall St. Rank hold MKC as of Q2 2020.

  • EPG Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 270 McCormick & Company Non-Voting shares in Q2 2020, an estimated $19K.
  • EPG Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's McCormick & Company Non-Voting position peaked at $23K in Q4 2019.
  • 879 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.