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Summit Financial Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Summit Financial Wealth Advisors’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
2016
Q3 		– Sell
-5,192
Closed -$277K – 153
2016
Q2 		$277K Hold
5,192
– – 0.12% 115
2016
Q1 		$258K Hold
5,192
– – 0.11% 115
2015
Q4 		$222K Buy
5,192
+332
+7% +$14K 0.1% 112
2015
Q3 		$199K Sell
4,860
-110
-2% -$4.47K 0.13% 77
2015
Q2 		$201K Hold
4,970
– – 0.12% 83
2015
Q1 		$192K Hold
4,970
– – 0.13% 72
2014
Q4 		$185K Buy
+4,970
New +$178K 0.13% 72

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return