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Epstein & White Financial’s McCormick & Company Non-Voting MKC Stock Holding History

Epstein & White Financial’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 		$284K Hold
3,221
– – 0.07% 72
2021
Q1 		$287K Hold
3,221
– – 0.08% 60
2020
Q4 		$308K Buy
+3,221
New +$304K 0.09% 55

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Epstein & White Financial's MKC Position: Q2 2021 in Review

Epstein & White Financial held its McCormick & Company Non-Voting (MKC) position steady in Q2 2021 at 3,221 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #72.

Epstein & White Financial first reported a position in MKC in Q4 2020 and has held it in 3 quarters since. The position peaked at $308K in Q4 2020. 947 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

  • Epstein & White Financial held 3,221 shares of McCormick & Company Non-Voting worth $284K as of Q2 2021.
  • Epstein & White Financial left its McCormick & Company Non-Voting share count unchanged in Q2 2021.
  • McCormick & Company Non-Voting made up 0.07% of Epstein & White Financial's portfolio in Q2 2021, its #72 holding.
  • Epstein & White Financial first reported a position in McCormick & Company Non-Voting in Q4 2020 and has held it in 3 quarters since.
  • Epstein & White Financial's McCormick & Company Non-Voting position peaked at $308K in Q4 2020.
  • 947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.