OptiFour Integrated Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

OptiFour Integrated Wealth Management’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 Q4	$272K	Hold	3,200	–	–	0.19%	61
2019 Q3	$250K	Hold	3,200	–	–	0.18%	63
2019 Q2	$248K	Sell	3,200 -1,600	-33%	-$123K	0.17%	70
2019 Q1	$362K	Hold	4,800	–	–	0.3%	33
2018 Q4	$334K	Hold	4,800	–	–	0.31%	32
2018 Q3	$316K	Hold	4,800	–	–	0.26%	41
2018 Q2	$279K	Hold	4,800	–	–	0.24%	43
2018 Q1	$255K	Hold	4,800	–	–	0.21%	47
2017 Q4	$245K	Buy	+4,800	New	+$239K	0.2%	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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

OptiFour Integrated Wealth Management's MKC Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its McCormick & Company Non-Voting (MKC) position steady in Q4 2019 at 3,200 shares worth $272K. The position accounts for 0.19% of the portfolio, ranked #61.

OptiFour Integrated Wealth Management first reported a position in MKC in Q4 2017 and has held it in 9 quarters since. The position peaked at $362K in Q1 2019. 891 funds tracked by Wall St. Rank hold MKC as of Q4 2019.

OptiFour Integrated Wealth Management held 3,200 shares of McCormick & Company Non-Voting worth $272K as of Q4 2019.
OptiFour Integrated Wealth Management left its McCormick & Company Non-Voting share count unchanged in Q4 2019.
McCormick & Company Non-Voting made up 0.19% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #61 holding.
OptiFour Integrated Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's McCormick & Company Non-Voting position peaked at $362K in Q1 2019.
891 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.