Shine Investment Advisory Services’s McCormick & Company Non-Voting MKC Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$41K	Buy	422 +48	+13%	+$4.7K	0.01%	332
2020 Q2	$34K	Hold	374	–	–	0.01%	369
2020 Q1	$26K	Hold	374	–	–	0.01%	378
2019 Q4	$32K	Hold	374	–	–	0.01%	414
2019 Q3	$29K	Sell	374 -138	-27%	-$11.1K	0.01%	406
2019 Q2	$40K	Buy	512 +110	+27%	+$8.48K	0.02%	338
2019 Q1	$30K	Sell	402 -26	-6%	-$1.75K	0.01%	404
2018 Q4	$30K	Sell	428 -128	-23%	-$9.18K	0.01%	367
2018 Q3	$37K	Buy	556 +212	+62%	+$13.1K	0.02%	354
2018 Q2	$20K	Buy	+344	New	+$18.1K	0.01%	453

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shine Investment Advisory Services's MKC Position: Q3 2020 in Review

Shine Investment Advisory Services increased its McCormick & Company Non-Voting (MKC) stake by 13% in Q3 2020, buying an estimated $4.7K and bringing the position to 422 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #332.

Shine Investment Advisory Services first reported a position in MKC in Q2 2018 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold MKC as of Q3 2020.

Shine Investment Advisory Services held 422 shares of McCormick & Company Non-Voting worth $41K as of Q3 2020.
Shine Investment Advisory Services bought 48 McCormick & Company Non-Voting shares in Q3 2020, an estimated $4.7K.
McCormick & Company Non-Voting made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #332 holding.
Shine Investment Advisory Services first reported a position in McCormick & Company Non-Voting in Q2 2018 and has held it in 10 quarters since.
927 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.