PWAG
MKC icon

Polaris Wealth Advisory Group’s McCormick & Company Non-Voting MKC Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-220
Closed -$14K – 326
2018
Q3 		$14K Buy
+220
New +$13.6K ﹤0.01% 366
2018
Q2 		– Sell
-220
Closed -$12K – 353
2018
Q1 		$12K Buy
+220
New +$11.6K ﹤0.01% 348

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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's MKC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of McCormick & Company Non-Voting (MKC) in Q4 2018, closing a stake of 220 shares — an estimated $14K sold.

Polaris Wealth Advisory Group first reported a position in MKC in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 853 funds tracked by Wall St. Rank hold MKC as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining McCormick & Company Non-Voting position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 220 McCormick & Company Non-Voting shares in Q4 2018, an estimated $14K.
  • Polaris Wealth Advisory Group first reported a position in McCormick & Company Non-Voting in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's McCormick & Company Non-Voting position peaked at $14K in Q3 2018.
  • 853 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.