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

Lighthouse 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
2021
Q1 		$2.84M Sell
31,837
-1,125
-3% -$100K 0.86% 30
2020
Q4 		$3.15M Buy
32,962
+132
+0.4% +$12.5K 1.07% 19
2020
Q3 		$3.19M Buy
32,830
+272
+0.8% +$26.6K 1.21% 14
2020
Q2 		$2.9M Buy
32,558
+304
+0.9% +$25K 1.22% 16
2020
Q1 		$2.27M Buy
32,254
+2,610
+9% +$203K 1.38% 14
2019
Q4 		$2.51M Buy
+29,644
New +$2.45M 1.18% 11

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lighthouse Financial Advisors's MKC Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 3.4% in Q1 2021, selling an estimated $100K and leaving 31,837 shares worth $2.84M. The position accounts for 0.86% of the portfolio, ranked #30.

Lighthouse Financial Advisors first reported a position in MKC in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.19M in Q3 2020. 960 funds tracked by Wall St. Rank hold MKC as of Q1 2021.

  • Lighthouse Financial Advisors held 31,837 shares of McCormick & Company Non-Voting worth $2.84M as of Q1 2021.
  • Lighthouse Financial Advisors sold 1,125 McCormick & Company Non-Voting shares in Q1 2021, an estimated $100K.
  • McCormick & Company Non-Voting made up 0.86% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #30 holding.
  • Lighthouse Financial Advisors first reported a position in McCormick & Company Non-Voting in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's McCormick & Company Non-Voting position peaked at $3.19M in Q3 2020.
  • 960 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.