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

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Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return