Shepherd Kaplan Krochuk’s McCormick & Company Non-Voting MKC Stock Holding History

Shepherd Kaplan Krochuk’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	-3,560	Closed	-$235K	–	228
2018 Q3	$235K	Hold	3,560	–	–	0.12%	168
2018 Q2	$207K	Sell	3,560 -440	-11%	-$23.1K	0.13%	169
2018 Q1	$213K	Hold	4,000	–	–	0.13%	185
2017 Q4	$204K	Hold	4,000	–	–	0.13%	183
2017 Q3	$205K	Buy	+4,000	New	+$193K	0.17%	150

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shepherd Kaplan Krochuk's MKC Position: Q4 2018 in Review

Shepherd Kaplan Krochuk sold out of McCormick & Company Non-Voting (MKC) in Q4 2018, closing a stake of 3,560 shares — an estimated $235K sold.

Shepherd Kaplan Krochuk first reported a position in MKC in Q3 2017 and held it in 5 quarters. The position peaked at $235K in Q3 2018. 853 funds tracked by Wall St. Rank hold MKC as of Q4 2018.

Shepherd Kaplan Krochuk reported no remaining McCormick & Company Non-Voting position as of Q4 2018 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 3,560 McCormick & Company Non-Voting shares in Q4 2018, an estimated $235K.
Shepherd Kaplan Krochuk first reported a position in McCormick & Company Non-Voting in Q3 2017 and held it in 5 quarters.
Shepherd Kaplan Krochuk's McCormick & Company Non-Voting position peaked at $235K in Q3 2018.
853 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2018, filed 12 Feb 2019.