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

Personal 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
Q3 		– Sell
-26
Closed -$2K – 270
2021
Q2 		$2K Buy
+26
New +$2.32K ﹤0.01% 385
2020
Q1 		– Sell
-26
Closed -$2K – 384
2019
Q4 		$2K Hold
26
– – ﹤0.01% 356
2019
Q3 		$2K Buy
+26
New +$2.09K ﹤0.01% 363

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Personal Wealth Partners's MKC Position: Q3 2021 in Review

Personal Wealth Partners sold out of McCormick & Company Non-Voting (MKC) in Q3 2021, closing a stake of 26 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in MKC in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 924 funds tracked by Wall St. Rank hold MKC as of Q3 2021.

  • Personal Wealth Partners reported no remaining McCormick & Company Non-Voting position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 26 McCormick & Company Non-Voting shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in McCormick & Company Non-Voting in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's McCormick & Company Non-Voting position peaked at $2K in Q2 2021.
  • 924 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.