Whitegate Investment Counselors’s McCormick & Company Non-Voting MKC Stock Holding History

Whitegate Investment Counselors’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 Q4	–	Sell	-2,840	Closed	-$230K	–	150
2021 Q3	$230K	Hold	2,840	–	–	0.03%	211
2021 Q2	$251K	Hold	2,840	–	–	0.04%	202
2021 Q1	$253K	Hold	2,840	–	–	0.04%	192
2020 Q4	$272K	Hold	2,840	–	–	0.04%	180
2020 Q3	$276K	Hold	2,840	–	–	0.05%	174
2020 Q2	$255K	Hold	2,840	–	–	0.05%	173
2020 Q1	$201K	Sell	2,840 -360	-11%	-$27.9K	0.05%	170
2019 Q4	$272K	Hold	3,200	–	–	0.05%	176
2019 Q3	$250K	Hold	3,200	–	–	0.05%	176
2019 Q2	$248K	Hold	3,200	–	–	0.05%	175
2019 Q1	$241K	Hold	3,200	–	–	0.05%	174
2018 Q4	$223K	Buy	+3,200	New	+$230K	0.05%	174

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Whitegate Investment Counselors's MKC Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of McCormick & Company Non-Voting (MKC) in Q4 2021, closing a stake of 2,840 shares — an estimated $230K sold.

Whitegate Investment Counselors first reported a position in MKC in Q4 2018 and held it in 12 quarters. The position peaked at $276K in Q3 2020. 973 funds tracked by Wall St. Rank hold MKC as of Q4 2021.

Whitegate Investment Counselors reported no remaining McCormick & Company Non-Voting position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 2,840 McCormick & Company Non-Voting shares in Q4 2021, an estimated $230K.
Whitegate Investment Counselors first reported a position in McCormick & Company Non-Voting in Q4 2018 and held it in 12 quarters.
Whitegate Investment Counselors's McCormick & Company Non-Voting position peaked at $276K in Q3 2020.
973 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.