Kaizen Advisory’s McCormick & Company Non-Voting MKC Stock Holding History

Kaizen Advisory’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
2018 Q4	$47K	Buy	676 +152	+29%	+$10.9K	0.03%	336
2018 Q3	$35K	Hold	524	–	–	0.02%	415
2018 Q2	$30K	Buy	524 +302	+136%	+$15.9K	0.02%	448
2018 Q1	$12K	Hold	222	–	–	0.01%	446
2017 Q4	$11K	Buy	+222	New	+$11.1K	0.01%	464

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Kaizen Advisory's MKC Position: Q4 2018 in Review

Kaizen Advisory increased its McCormick & Company Non-Voting (MKC) stake by 29% in Q4 2018, buying an estimated $10.9K and bringing the position to 676 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #336.

Kaizen Advisory first reported a position in MKC in Q4 2017 and has held it in 5 quarters since. 853 funds tracked by Wall St. Rank hold MKC as of Q4 2018.

Kaizen Advisory held 676 shares of McCormick & Company Non-Voting worth $47K as of Q4 2018.
Kaizen Advisory bought 152 McCormick & Company Non-Voting shares in Q4 2018, an estimated $10.9K.
McCormick & Company Non-Voting made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #336 holding.
Kaizen Advisory first reported a position in McCormick & Company Non-Voting in Q4 2017 and has held it in 5 quarters since.
853 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.