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

WealthShield 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	-586	Closed	-$52K	–	990
2021 Q1	$52K	Buy	+586	New	+$52.1K	0.01%	451
2020 Q2	–	Sell	-3,646	Closed	-$257K	–	336
2020 Q1	$257K	Sell	3,646 -762	-17%	-$59.1K	0.16%	128
2019 Q4	$374K	Sell	4,408 -152	-3%	-$12.6K	0.18%	122
2019 Q3	$356K	Buy	4,560 +690	+18%	+$55.4K	0.19%	119
2019 Q2	$300K	Buy	+3,870	New	+$298K	0.17%	118

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 $3.37T AUM 44.26% 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

WealthShield Partners's MKC Position: Q2 2021 in Review

WealthShield Partners sold out of McCormick & Company Non-Voting (MKC) in Q2 2021, closing a stake of 586 shares — an estimated $52K sold.

WealthShield Partners first reported a position in MKC in Q2 2019 and held it in 5 quarters. The position peaked at $374K in Q4 2019. 947 funds tracked by Wall St. Rank hold MKC as of Q2 2021.

WealthShield Partners reported no remaining McCormick & Company Non-Voting position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 586 McCormick & Company Non-Voting shares in Q2 2021, an estimated $52K.
WealthShield Partners first reported a position in McCormick & Company Non-Voting in Q2 2019 and held it in 5 quarters.
WealthShield Partners's McCormick & Company Non-Voting position peaked at $374K in Q4 2019.
947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.