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Financial Architects (New Jersey)’s McCormick & Company Non-Voting MKC Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-1,954
Closed -$175K – 560
2020
Q2 		$175K Sell
1,954
-1,000
-34% -$82.4K 0.04% 263
2020
Q1 		$209K Buy
2,954
+2,400
+433% +$186K 0.06% 210
2019
Q4 		$47K Hold
554
– – 0.01% 440
2019
Q3 		$43K Hold
554
– – 0.01% 467
2019
Q2 		$43K Hold
554
– – 0.01% 542
2019
Q1 		$42K Hold
554
– – 0.01% 659
2018
Q4 		$39K Hold
554
– – 0.01% 609
2018
Q3 		$36K Buy
554
+440
+386% +$27.2K 0.01% 740
2018
Q2 		$7K Hold
114
– – ﹤0.01% 1070
2018
Q1 		$6K Sell
114
-1,700
-94% -$89.4K ﹤0.01% 1200
2017
Q4 		$92K Buy
1,814
+300
+20% +$14.9K 0.02% 515
2017
Q3 		$78K Hold
1,514
– – 0.01% 552
2017
Q2 		$74K Buy
1,514
+400
+36% +$20.2K 0.01% 560
2017
Q1 		$54K Hold
1,114
– – 0.01% 636
2016
Q4 		$52K Hold
1,114
– – 0.01% 565
2016
Q3 		$56K Hold
1,114
– – 0.02% 548
2016
Q2 		$59K Buy
1,114
+1,000
+877% +$48.8K 0.02% 503
2016
Q1 		$6K Buy
+114
New +$5.12K ﹤0.01% 866
2015
Q3 		– Sell
-114
Closed -$5K – 628
2015
Q2 		$5K Hold
114
– – ﹤0.01% 959
2015
Q1 		$4K Hold
114
– – ﹤0.01% 911
2014
Q4 		$4K Buy
+114
New +$4.08K ﹤0.01% 870
2013
Q4 		– Sell
-138
Closed -$4K – 396
2013
Q3 		$4K Buy
+138
New +$4.84K ﹤0.01% 610

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Architects (New Jersey)'s MKC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of McCormick & Company Non-Voting (MKC) in Q3 2020, closing a stake of 1,954 shares — an estimated $175K sold.

Financial Architects (New Jersey) first reported a position in MKC in Q3 2013 and held it in 22 quarters. The position peaked at $209K in Q1 2020. 927 funds tracked by Wall St. Rank hold MKC as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining McCormick & Company Non-Voting position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,954 McCormick & Company Non-Voting shares in Q3 2020, an estimated $175K.
  • Financial Architects (New Jersey) first reported a position in McCormick & Company Non-Voting in Q3 2013 and held it in 22 quarters.
  • Financial Architects (New Jersey)'s McCormick & Company Non-Voting position peaked at $209K in Q1 2020.
  • 927 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.