McKinley Carter Wealth Services’s McCormick & Company Non-Voting MKC Stock Holding History

McKinley Carter Wealth Services’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 Q1	–	Sell	-3,246	Closed	-$226K	–	153
2018 Q4	$226K	Sell	3,246 -1,294	-29%	-$92.8K	0.07%	135
2018 Q3	$299K	Sell	4,540 -3,250	-42%	-$201K	0.09%	133
2018 Q2	$452K	Sell	7,790 -26,242	-77%	-$1.38M	0.15%	102
2018 Q1	$1.81M	Buy	34,032 +3,322	+11%	+$175K	0.59%	44
2017 Q4	$1.56M	Buy	30,710 +5,044	+20%	+$251K	0.54%	49
2017 Q3	$1.32M	Buy	+25,666	New	+$1.24M	0.51%	51

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

McKinley Carter Wealth Services's MKC Position: Q1 2019 in Review

McKinley Carter Wealth Services sold out of McCormick & Company Non-Voting (MKC) in Q1 2019, closing a stake of 3,246 shares — an estimated $226K sold.

McKinley Carter Wealth Services first reported a position in MKC in Q3 2017 and held it in 6 quarters. The position peaked at $1.81M in Q1 2018. 845 funds tracked by Wall St. Rank hold MKC as of Q1 2019.

McKinley Carter Wealth Services reported no remaining McCormick & Company Non-Voting position as of Q1 2019 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,246 McCormick & Company Non-Voting shares in Q1 2019, an estimated $226K.
McKinley Carter Wealth Services first reported a position in McCormick & Company Non-Voting in Q3 2017 and held it in 6 quarters.
McKinley Carter Wealth Services's McCormick & Company Non-Voting position peaked at $1.81M in Q1 2018.
845 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2019.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2019, filed 8 May 2019.