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

Legacy Financial 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
Q2 		– Sell
-170
Closed -$13K – 599
2019
Q1 		$13K Buy
170
+100
+143% +$6.74K ﹤0.01% 565
2018
Q4 		$5K Hold
70
– – ﹤0.01% 735
2018
Q3 		$4K Hold
70
– – ﹤0.01% 729
2018
Q2 		$4K Hold
70
– – ﹤0.01% 737
2018
Q1 		$3K Hold
70
– – ﹤0.01% 716
2017
Q4 		$3K Buy
+70
New +$3.49K ﹤0.01% 702

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Financial Advisors's MKC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2019, closing a stake of 170 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in MKC in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q1 2019. 837 funds tracked by Wall St. Rank hold MKC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 170 McCormick & Company Non-Voting shares in Q2 2019, an estimated $13K.
  • Legacy Financial Advisors first reported a position in McCormick & Company Non-Voting in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's McCormick & Company Non-Voting position peaked at $13K in Q1 2019.
  • 837 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.