MLFP
MKC icon

MPS Loria Financial Planners’s McCormick & Company Non-Voting MKC Stock Holding History

MPS Loria Financial Planners’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
-312
Closed -$27K – 392
2021
Q1 		$27K Hold
312
– – 0.01% 216
2020
Q4 		$29K Buy
312
+112
+56% +$10.6K 0.01% 206
2020
Q3 		$19K Hold
200
– – 0.01% 202
2020
Q2 		$18K Buy
+200
New +$16.5K 0.01% 207

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

MPS Loria Financial Planners's MKC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of McCormick & Company Non-Voting (MKC) in Q2 2021, closing a stake of 312 shares — an estimated $27K sold.

MPS Loria Financial Planners first reported a position in MKC in Q2 2020 and held it in 4 quarters. The position peaked at $29K in Q4 2020. 947 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining McCormick & Company Non-Voting position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 312 McCormick & Company Non-Voting shares in Q2 2021, an estimated $27K.
  • MPS Loria Financial Planners first reported a position in McCormick & Company Non-Voting in Q2 2020 and held it in 4 quarters.
  • MPS Loria Financial Planners's McCormick & Company Non-Voting position peaked at $29K in Q4 2020.
  • 947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.