Wealthcare Advisory Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-634	Closed	-$57K	–	1326
2021 Q1	$57K	Buy	+634	New	+$56.4K	﹤0.01%	838
2020 Q2	–	Sell	-248	Closed	-$18K	–	954
2020 Q1	$18K	Buy	+248	New	+$19.2K	﹤0.01%	763
2018 Q1	–	Sell	-200	Closed	-$10K	–	1185
2017 Q4	$10K	Sell	200 -550	-73%	-$27.4K	﹤0.01%	679
2017 Q3	$38K	Buy	+750	New	+$36.2K	0.01%	345

Other funds holding MKC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wealthcare Advisory Partners's MKC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of McCormick & Company Non-Voting (MKC) in Q2 2021, closing a stake of 634 shares — an estimated $57K sold.

Wealthcare Advisory Partners first reported a position in MKC in Q3 2017 and held it in 4 quarters. The position peaked at $57K in Q1 2021. 947 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining McCormick & Company Non-Voting position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 634 McCormick & Company Non-Voting shares in Q2 2021, an estimated $57K.
Wealthcare Advisory Partners first reported a position in McCormick & Company Non-Voting in Q3 2017 and held it in 4 quarters.
Wealthcare Advisory Partners's McCormick & Company Non-Voting position peaked at $57K in Q1 2021.
947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.