WAM
MKC icon

Wealthspire Advisors (Maryland)’s McCormick & Company Non-Voting MKC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$297K Sell
3,058
-1,572
-34% -$154K 0.01% 348
2020
Q2 		$415K Buy
4,630
+1,064
+30% +$87.6K 0.03% 290
2020
Q1 		$252K Buy
3,566
+116
+3% +$9K 0.02% 338
2019
Q4 		$293K Buy
3,450
+78
+2% +$6.46K 0.02% 383
2019
Q3 		$263K Buy
3,372
+92
+3% +$7.39K 0.02% 376
2019
Q2 		$254K Buy
3,280
+12
+0.4% +$925 0.02% 388
2019
Q1 		$246K Sell
3,268
-2,166
-40% -$146K 0.02% 399
2018
Q4 		$378K Sell
5,434
-496
-8% -$35.6K 0.03% 275
2018
Q3 		$391K Buy
5,930
+564
+11% +$34.8K 0.03% 290
2018
Q2 		$311K Sell
5,366
-508
-9% -$26.7K 0.03% 353
2018
Q1 		$312K Sell
5,874
-1,068
-15% -$56.2K 0.03% 354
2017
Q4 		$354K Sell
6,942
-802
-10% -$40K 0.03% 335
2017
Q3 		$397K Buy
7,744
+756
+11% +$36.4K 0.04% 287
2017
Q2 		$341K Buy
6,988
+1,180
+20% +$59.7K 0.04% 317
2017
Q1 		$283K Buy
5,808
+1,120
+24% +$54.2K 0.04% 298
2016
Q4 		$219K Buy
4,688
+154
+3% +$7.18K 0.03% 346
2016
Q3 		$227K Sell
4,534
-1,856
-29% -$94.1K 0.04% 344
2016
Q2 		$341K Sell
6,390
-1,662
-21% -$81.1K 0.06% 226
2016
Q1 		$401K Buy
8,052
+372
+5% +$16.7K 0.07% 190
2015
Q4 		$329K Buy
+7,680
New +$324K 0.06% 232

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MKC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its McCormick & Company Non-Voting (MKC) stake by 34% in Q3 2020, selling an estimated $154K and leaving 3,058 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #348.

Wealthspire Advisors (Maryland) first reported a position in MKC in Q4 2015 and has held it in 20 quarters since. The position peaked at $415K in Q2 2020. 926 funds tracked by Wall St. Rank hold MKC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,058 shares of McCormick & Company Non-Voting worth $297K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,572 McCormick & Company Non-Voting shares in Q3 2020, an estimated $154K.
  • McCormick & Company Non-Voting made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #348 holding.
  • Wealthspire Advisors (Maryland) first reported a position in McCormick & Company Non-Voting in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s McCormick & Company Non-Voting position peaked at $415K in Q2 2020.
  • 926 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.