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Meridian Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-29
Closed -$3K – 793
2021
Q1 		$3K Buy
+29
New +$2.58K ﹤0.01% 877

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Franklin Resources
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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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Meridian Wealth Partners's MKC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of McCormick & Company Non-Voting (MKC) in Q2 2021, closing a stake of 29 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in MKC in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 946 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining McCormick & Company Non-Voting position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 29 McCormick & Company Non-Voting shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in McCormick & Company Non-Voting in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's McCormick & Company Non-Voting position peaked at $3K in Q1 2021.
  • 946 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.