LifePlan Financial Group’s McCormick & Company Non-Voting MKC Stock Holding History

LifePlan Financial Group’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	$79K	Hold	810	–	–	0.03%	210
2020 Q2	$73K	Hold	810	–	–	0.03%	207
2020 Q1	$57K	Hold	810	–	–	0.03%	215
2019 Q4	$69K	Hold	810	–	–	0.03%	214
2019 Q3	$63K	Hold	810	–	–	0.03%	217
2019 Q2	$63K	Hold	810	–	–	0.03%	219
2019 Q1	$61K	Hold	810	–	–	0.03%	222
2018 Q4	$56K	Hold	810	–	–	0.04%	219
2018 Q3	$53K	Hold	810	–	–	0.03%	241
2018 Q2	$47K	Hold	810	–	–	0.03%	243
2018 Q1	$43K	Buy	+810	New	+$42.6K	0.03%	246
2014 Q2	–	Sell	-700	Closed	-$25K	–	154
2014 Q1	$25K	Buy	+700	New	+$23.6K	0.02%	139

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LifePlan Financial Group's MKC Position: Q3 2020 in Review

LifePlan Financial Group held its McCormick & Company Non-Voting (MKC) position steady in Q3 2020 at 810 shares worth $79K. The position accounts for 0.03% of the portfolio, ranked #210.

LifePlan Financial Group first reported a position in MKC in Q1 2014 and has held it in 12 quarters since. 926 funds tracked by Wall St. Rank hold MKC as of Q3 2020.

LifePlan Financial Group held 810 shares of McCormick & Company Non-Voting worth $79K as of Q3 2020.
LifePlan Financial Group left its McCormick & Company Non-Voting share count unchanged in Q3 2020.
McCormick & Company Non-Voting made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #210 holding.
LifePlan Financial Group first reported a position in McCormick & Company Non-Voting in Q1 2014 and has held it in 12 quarters since.
926 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.