IHT Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

IHT Wealth 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 Q3	–	Sell	-6,223	Closed	-$550K	–	911
2021 Q2	$550K	Buy	+6,223	New	+$555K	0.03%	507
2021 Q1	–	Sell	-2,193	Closed	-$210K	–	858
2020 Q4	$210K	Buy	+2,193	New	+$207K	0.02%	674
2018 Q2	–	Sell	-42	Closed	-$2K	–	988
2018 Q1	$2K	Buy	42 +2	+5%	+$105	﹤0.01%	1510
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	1496
2017 Q3	$2K	Sell	40 -1,264	-97%	-$60.9K	﹤0.01%	1222
2017 Q2	$3	Buy	1,304 +280	+27%	+$14.2K	﹤0.01%	1176
2017 Q1	$52K	Buy	1,024 +984	+2,460%	+$47.6K	0.03%	408
2016 Q4	$2K	Buy	+40	New	+$1.87K	﹤0.01%	1043

Other funds holding MKC

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $107B AUM 24.58% 1-Year Est. Return

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

IHT Wealth Management's MKC Position: Q3 2021 in Review

IHT Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2021, closing a stake of 6,223 shares — an estimated $550K sold.

IHT Wealth Management first reported a position in MKC in Q4 2016 and held it in 8 quarters. The position peaked at $550K in Q2 2021. 924 funds tracked by Wall St. Rank hold MKC as of Q3 2021.

IHT Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 6,223 McCormick & Company Non-Voting shares in Q3 2021, an estimated $550K.
IHT Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2016 and held it in 8 quarters.
IHT Wealth Management's McCormick & Company Non-Voting position peaked at $550K in Q2 2021.
924 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.