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

Selective 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
2021
Q3 		– Sell
-600
Closed -$53K – 602
2021
Q2 		$53K Hold
600
– – 0.04% 184
2021
Q1 		$53K Hold
600
– – 0.05% 122
2020
Q4 		$57K Buy
+600
New +$56.6K 0.04% 107

Other funds holding MKC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
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

Selective Wealth Management's MKC Position: Q3 2021 in Review

Selective Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2021, closing a stake of 600 shares — an estimated $53K sold.

Selective Wealth Management first reported a position in MKC in Q4 2020 and held it in 3 quarters. The position peaked at $57K in Q4 2020. 924 funds tracked by Wall St. Rank hold MKC as of Q3 2021.

  • Selective Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q3 2021 after selling out during the quarter.
  • Selective Wealth Management sold 600 McCormick & Company Non-Voting shares in Q3 2021, an estimated $53K.
  • Selective Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2020 and held it in 3 quarters.
  • Selective Wealth Management's McCormick & Company Non-Voting position peaked at $57K in Q4 2020.
  • 924 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.