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

Wealth Quarterback’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 		$141K Buy
1,739
+8
+0.5% +$687 0.09% 136
2021
Q2 		$153K Buy
+1,731
New +$154K 0.09% 136
2020
Q2 		– Sell
-2,146
Closed -$151K – 500
2020
Q1 		$151K Sell
2,146
-92
-4% -$7.14K 0.14% 124
2019
Q4 		$190K Buy
+2,238
New +$185K 0.16% 112

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Quarterback's MKC Position: Q3 2021 in Review

Wealth Quarterback increased its McCormick & Company Non-Voting (MKC) stake by 0.46% in Q3 2021, buying an estimated $687 and bringing the position to 1,739 shares worth $141K. The position accounts for 0.09% of the portfolio, ranked #136.

Wealth Quarterback first reported a position in MKC in Q4 2019 and has held it in 4 quarters since. The position peaked at $190K in Q4 2019. 925 funds tracked by Wall St. Rank hold MKC as of Q3 2021.

  • Wealth Quarterback held 1,739 shares of McCormick & Company Non-Voting worth $141K as of Q3 2021.
  • Wealth Quarterback bought 8 McCormick & Company Non-Voting shares in Q3 2021, an estimated $687.
  • McCormick & Company Non-Voting made up 0.09% of Wealth Quarterback's portfolio in Q3 2021, its #136 holding.
  • Wealth Quarterback first reported a position in McCormick & Company Non-Voting in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's McCormick & Company Non-Voting position peaked at $190K in Q4 2019.
  • 925 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.