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Financial Gravity Companies’s McCormick & Company Non-Voting MKC Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$112K Buy
+1,814
New +$130K 0.1% 196
2018
Q1 		$192K Sell
3,790
-326
-8% -$17.1K 0.2% 101
2017
Q4 		$224K Buy
+4,116
New +$205K 0.26% 74

Other funds holding MKC

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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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's MKC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in McCormick & Company Non-Voting (MKC) in Q4 2018: 1,814 shares worth $112K. The stake represents 0.1% of the portfolio and ranks #196 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MKC as recently as Q1 2018.

Financial Gravity Companies first reported a position in MKC in Q4 2017 and has held it in 3 quarters since. The position peaked at $224K in Q4 2017. 853 funds tracked by Wall St. Rank hold MKC as of Q4 2018.

  • Financial Gravity Companies held 1,814 shares of McCormick & Company Non-Voting worth $112K as of Q4 2018.
  • McCormick & Company Non-Voting was a new Financial Gravity Companies position in Q4 2018.
  • McCormick & Company Non-Voting made up 0.1% of Financial Gravity Companies's portfolio in Q4 2018, its #196 holding.
  • Financial Gravity Companies first reported a position in McCormick & Company Non-Voting in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's McCormick & Company Non-Voting position peaked at $224K in Q4 2017.
  • 853 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.