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Squar Milner Financial Services’s McCormick & Company Non-Voting MKC Stock Holding History

Squar Milner Financial 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 		– Sell
-3,464
Closed -$311K – 118
2020
Q2 		$311K Buy
3,464
+224
+7% +$18.4K 0.18% 145
2020
Q1 		$228K Sell
3,240
-180
-5% -$14K 0.14% 148
2019
Q4 		$290K Sell
3,420
-534
-14% -$44.2K 0.14% 144
2019
Q3 		$384K Buy
3,954
+1,376
+53% +$111K 0.2% 129
2019
Q2 		$200K Sell
2,578
-206
-7% -$15.9K 0.13% 166
2019
Q1 		$209K Hold
2,784
– – 0.15% 159
2018
Q4 		$194K Sell
2,784
-28
-1% -$2.01K 0.19% 139
2018
Q3 		$185K Buy
2,812
+492
+21% +$30.4K 0.17% 165
2018
Q2 		$135K Buy
+2,320
New +$122K 0.12% 209

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Squar Milner Financial Services's MKC Position: Q3 2020 in Review

Squar Milner Financial Services sold out of McCormick & Company Non-Voting (MKC) in Q3 2020, closing a stake of 3,464 shares — an estimated $311K sold.

Squar Milner Financial Services first reported a position in MKC in Q2 2018 and held it in 9 quarters. The position peaked at $384K in Q3 2019. 927 funds tracked by Wall St. Rank hold MKC as of Q3 2020.

  • Squar Milner Financial Services reported no remaining McCormick & Company Non-Voting position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,464 McCormick & Company Non-Voting shares in Q3 2020, an estimated $311K.
  • Squar Milner Financial Services first reported a position in McCormick & Company Non-Voting in Q2 2018 and held it in 9 quarters.
  • Squar Milner Financial Services's McCormick & Company Non-Voting position peaked at $384K in Q3 2019.
  • 927 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.