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Kore Private Wealth’s McCormick & Company Non-Voting MKC Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-364
Closed -$32K – 764
2020
Q2 		$32K Buy
364
+148
+69% +$12.2K 0.01% 556
2020
Q1 		$15K Buy
+216
New +$16.8K ﹤0.01% 629
2019
Q2 		– Sell
-174
Closed -$13K – 578
2019
Q1 		$13K Buy
174
+44
+34% +$2.97K ﹤0.01% 567
2018
Q4 		$9K Buy
+130
New +$9.32K ﹤0.01% 580

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kore Private Wealth's MKC Position: Q3 2020 in Review

Kore Private Wealth sold out of McCormick & Company Non-Voting (MKC) in Q3 2020, closing a stake of 364 shares — an estimated $32K sold.

Kore Private Wealth first reported a position in MKC in Q4 2018 and held it in 4 quarters. The position peaked at $32K in Q2 2020. 927 funds tracked by Wall St. Rank hold MKC as of Q3 2020.

  • Kore Private Wealth reported no remaining McCormick & Company Non-Voting position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 364 McCormick & Company Non-Voting shares in Q3 2020, an estimated $32K.
  • Kore Private Wealth first reported a position in McCormick & Company Non-Voting in Q4 2018 and held it in 4 quarters.
  • Kore Private Wealth's McCormick & Company Non-Voting position peaked at $32K in Q2 2020.
  • 927 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.