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Garrett Wealth Advisory Group’s McCormick & Company Non-Voting MKC Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-118
Closed -$9.22K – 411
2019
Q3 		$9.22K Buy
+118
New +$9.48K 0.01% 286

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Garrett Wealth Advisory Group's MKC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of McCormick & Company Non-Voting (MKC) in Q4 2019, closing a stake of 118 shares — an estimated $9.22K sold.

Garrett Wealth Advisory Group first reported a position in MKC in Q3 2019 and held it in 1 quarter. The position peaked at $9.22K in Q3 2019. 890 funds tracked by Wall St. Rank hold MKC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining McCormick & Company Non-Voting position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 118 McCormick & Company Non-Voting shares in Q4 2019, an estimated $9.22K.
  • Garrett Wealth Advisory Group first reported a position in McCormick & Company Non-Voting in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's McCormick & Company Non-Voting position peaked at $9.22K in Q3 2019.
  • 890 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.