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JOYN Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-234
Closed -$16K – 884
2018
Q4 		$16K Buy
234
+102
+77% +$7.32K ﹤0.01% 764
2018
Q3 		$9K Buy
132
+6
+5% +$370 ﹤0.01% 993
2018
Q2 		$7K Buy
126
+120
+2,000% +$6.3K ﹤0.01% 1033
2018
Q1 		$0 Buy
+6
New +$315 ﹤0.01% 1377

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

JOYN Advisors's MKC Position: Q1 2019 in Review

JOYN Advisors sold out of McCormick & Company Non-Voting (MKC) in Q1 2019, closing a stake of 234 shares — an estimated $16K sold.

JOYN Advisors first reported a position in MKC in Q1 2018 and held it in 4 quarters. The position peaked at $16K in Q4 2018. 845 funds tracked by Wall St. Rank hold MKC as of Q1 2019.

  • JOYN Advisors reported no remaining McCormick & Company Non-Voting position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 234 McCormick & Company Non-Voting shares in Q1 2019, an estimated $16K.
  • JOYN Advisors first reported a position in McCormick & Company Non-Voting in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's McCormick & Company Non-Voting position peaked at $16K in Q4 2018.
  • 845 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.