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

Legacy 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
2018
Q4 		– Sell
-154
Closed -$10K – 283
2018
Q3 		$10K Buy
+154
New +$9.5K ﹤0.01% 353
2017
Q4 		– Sell
-24
Closed -$1K – 401
2017
Q3 		$1K Buy
+24
New +$1.16K ﹤0.01% 345

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Advisors's MKC Position: Q4 2018 in Review

Legacy Advisors sold out of McCormick & Company Non-Voting (MKC) in Q4 2018, closing a stake of 154 shares — an estimated $10K sold.

Legacy Advisors first reported a position in MKC in Q3 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 853 funds tracked by Wall St. Rank hold MKC as of Q4 2018.

  • Legacy Advisors reported no remaining McCormick & Company Non-Voting position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 154 McCormick & Company Non-Voting shares in Q4 2018, an estimated $10K.
  • Legacy Advisors first reported a position in McCormick & Company Non-Voting in Q3 2017 and held it in 2 quarters.
  • Legacy Advisors's McCormick & Company Non-Voting position peaked at $10K in Q3 2018.
  • 853 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.