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

Wealthfront’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
2018
Q3 		$432K Buy
6,558
+490
+8% +$30.2K ﹤0.01% 404
2018
Q2 		$352K Sell
6,068
-1,394
-19% -$73.2K ﹤0.01% 414
2018
Q1 		$397K Buy
7,462
+1,490
+25% +$78.3K ﹤0.01% 401
2017
Q4 		$304K Sell
5,972
-344
-5% -$17.1K ﹤0.01% 426
2017
Q3 		$324K Buy
6,316
+1,098
+21% +$52.9K ﹤0.01% 405
2017
Q2 		$254K Sell
5,218
-32
-0.6% -$1.62K ﹤0.01% 403
2017
Q1 		$256K Sell
5,250
-236
-4% -$11.4K ﹤0.01% 368
2016
Q4 		$256K Buy
5,486
+192
+4% +$8.96K 0.01% 325
2016
Q3 		$264K Sell
5,294
-56
-1% -$2.84K 0.01% 302
2016
Q2 		$285K Buy
5,350
+184
+4% +$8.98K 0.01% 271
2016
Q1 		$257K Buy
5,166
+260
+5% +$11.7K 0.01% 269
2015
Q4 		$210K Sell
4,906
-44
-0.9% -$1.85K 0.01% 285
2015
Q3 		$203K Buy
4,950
+1,540
+45% +$62.6K 0.01% 276
2015
Q2 		$138K Buy
3,410
+876
+35% +$34.1K 0.01% 339
2015
Q1 		$98K Buy
2,534
+810
+47% +$30.1K ﹤0.01% 388
2014
Q4 		$64K Buy
1,724
+710
+70% +$25.4K ﹤0.01% 437
2014
Q3 		$34K Sell
1,014
-234
-19% -$8.05K ﹤0.01% 472
2014
Q2 		$44K Buy
1,248
+590
+90% +$21.1K ﹤0.01% 389
2014
Q1 		$24K Buy
+658
New +$22.1K ﹤0.01% 399

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's MKC Position: Q3 2018 in Review

Wealthfront increased its McCormick & Company Non-Voting (MKC) stake by 8.1% in Q3 2018, buying an estimated $30.2K and bringing the position to 6,558 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Wealthfront first reported a position in MKC in Q1 2014 and has held it in 19 quarters since. 778 funds tracked by Wall St. Rank hold MKC as of Q3 2018.

  • Wealthfront held 6,558 shares of McCormick & Company Non-Voting worth $432K as of Q3 2018.
  • Wealthfront bought 490 McCormick & Company Non-Voting shares in Q3 2018, an estimated $30.2K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #404 holding.
  • Wealthfront first reported a position in McCormick & Company Non-Voting in Q1 2014 and has held it in 19 quarters since.
  • 778 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.