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

Executive 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
2019
Q3 		– Sell
-1,280
Closed -$99K – 527
2019
Q2 		$99K Buy
1,280
+4
+0.3% +$308 0.01% 218
2019
Q1 		$96K Hold
1,276
– – 0.02% 203
2018
Q4 		$89K Buy
+1,276
New +$91.5K 0.02% 211

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Executive Wealth Management's MKC Position: Q3 2019 in Review

Executive Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2019, closing a stake of 1,280 shares — an estimated $99K sold.

Executive Wealth Management first reported a position in MKC in Q4 2018 and held it in 3 quarters. The position peaked at $99K in Q2 2019. 839 funds tracked by Wall St. Rank hold MKC as of Q3 2019.

  • Executive Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,280 McCormick & Company Non-Voting shares in Q3 2019, an estimated $99K.
  • Executive Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's McCormick & Company Non-Voting position peaked at $99K in Q2 2019.
  • 839 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.