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Planning Solutions Group’s McCormick & Company Non-Voting MKC Stock Holding History

Planning Solutions Group’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
Q2 		$228K Hold
2,942
– – 0.12% 125
2019
Q1 		$222K Hold
2,942
– – 0.12% 121
2018
Q4 		$205K Buy
+2,942
New +$211K 0.12% 116

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Planning Solutions Group's MKC Position: Q2 2019 in Review

Planning Solutions Group held its McCormick & Company Non-Voting (MKC) position steady in Q2 2019 at 2,942 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #125.

Planning Solutions Group first reported a position in MKC in Q4 2018 and has held it in 3 quarters since. 837 funds tracked by Wall St. Rank hold MKC as of Q2 2019.

  • Planning Solutions Group held 2,942 shares of McCormick & Company Non-Voting worth $228K as of Q2 2019.
  • Planning Solutions Group left its McCormick & Company Non-Voting share count unchanged in Q2 2019.
  • McCormick & Company Non-Voting made up 0.12% of Planning Solutions Group's portfolio in Q2 2019, its #125 holding.
  • Planning Solutions Group first reported a position in McCormick & Company Non-Voting in Q4 2018 and has held it in 3 quarters since.
  • 837 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.