Gerber Kawasaki Wealth & Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-1	Closed	-$1K	–	764
2021 Q3	$1K	Buy	+1	New	+$86	﹤0.01%	1027
2019 Q4	–	Sell	-2,800	Closed	-$218K	–	136
2019 Q3	$218K	Hold	2,800	–	–	0.06%	114
2019 Q2	$217K	Hold	2,800	–	–	0.06%	110
2019 Q1	$210K	Buy	+2,800	New	+$189K	0.06%	108
2017 Q2	–	Sell	-4,040	Closed	-$203K	–	127
2017 Q1	$203K	Buy	+4,040	New	+$196K	0.09%	112

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MKC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MKC in Q1 2017 and held it in 5 quarters. The position peaked at $218K in Q3 2019. 974 funds tracked by Wall St. Rank hold MKC as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining McCormick & Company Non-Voting position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 1 McCormick & Company Non-Voting share in Q4 2021, an estimated $1K.
Gerber Kawasaki Wealth & Investment Management first reported a position in McCormick & Company Non-Voting in Q1 2017 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's McCormick & Company Non-Voting position peaked at $218K in Q3 2019.
974 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.