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Gary Goldberg Planning Services’s McCormick & Company Non-Voting MKC Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$4K Hold
114
– – ﹤0.01% 406
2014
Q3 		$4K Buy
+114
New +$3.92K ﹤0.01% 429

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's MKC Position: Q4 2014 in Review

Gary Goldberg Planning Services held its McCormick & Company Non-Voting (MKC) position steady in Q4 2014 at 114 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Gary Goldberg Planning Services first reported a position in MKC in Q3 2014 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold MKC as of Q4 2014.

  • Gary Goldberg Planning Services held 114 shares of McCormick & Company Non-Voting worth $4K as of Q4 2014.
  • Gary Goldberg Planning Services left its McCormick & Company Non-Voting share count unchanged in Q4 2014.
  • McCormick & Company Non-Voting made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #406 holding.
  • Gary Goldberg Planning Services first reported a position in McCormick & Company Non-Voting in Q3 2014 and has held it in 2 quarters since.
  • 556 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.