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Otter Creek Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Otter Creek 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
2020
Q1 		– Sell
-37,000
Closed -$3.14M – 66
2019
Q4 		$3.14M Sell
37,000
-29,800
-45% -$2.47M 1.55% 27
2019
Q3 		$5.22M Buy
66,800
+4,800
+8% +$386K 2.89% 8
2019
Q2 		$4.8M Buy
+62,000
New +$4.78M 1.86% 19
2018
Q1 		– Sell
-155,400
Closed -$7.92M – 75
2017
Q4 		$7.92M Buy
+155,400
New +$7.74M 1.13% 40
2017
Q1 		– Sell
-415,200
Closed -$19.4M – 83
2016
Q4 		$19.4M Buy
+415,200
New +$19.4M 2.25% 7
2016
Q3 		– Sell
-136,600
Closed -$7.29M – 81
2016
Q2 		$7.29M Sell
136,600
-27,400
-17% -$1.34M 1.32% 30
2016
Q1 		$8.16M Buy
+164,000
New +$7.37M 1.49% 26

Other funds holding MKC

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return