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Wealthcare Capital Management’s McCormick & Company Non-Voting MKC Stock Holding History

Wealthcare Capital Management’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
Q1 		– Sell
-12
Closed -$1K – 494
2019
Q4 		$1K Buy
+12
New +$993 ﹤0.01% 642
2015
Q2 		– Sell
-206
Closed -$8K – 685
2015
Q1 		$8K Buy
+206
New +$7.64K ﹤0.01% 538

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Wealthcare Capital Management's MKC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in MKC in Q1 2015 and held it in 2 quarters. The position peaked at $8K in Q1 2015. 826 funds tracked by Wall St. Rank hold MKC as of Q1 2020.

  • Wealthcare Capital Management reported no remaining McCormick & Company Non-Voting position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 12 McCormick & Company Non-Voting shares in Q1 2020, an estimated $1K.
  • Wealthcare Capital Management first reported a position in McCormick & Company Non-Voting in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's McCormick & Company Non-Voting position peaked at $8K in Q1 2015.
  • 826 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.