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

Whitener 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
2019 Q4	–	Sell	-350	Closed	-$27K	–	314
2019 Q3	$27K	Hold	350	–	–	0.01%	278
2019 Q2	$27K	Hold	350	–	–	0.02%	268
2019 Q1	$26K	Hold	350	–	–	0.02%	265
2018 Q4	$24K	Hold	350	–	–	0.02%	245
2018 Q3	$23K	Buy	+350	New	+$21.6K	0.02%	269

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

ClearBridge Investments New York $115B AUM 24.78% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Whitener Capital Management's MKC Position: Q4 2019 in Review

Whitener Capital Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2019, closing a stake of 350 shares — an estimated $27K sold.

Whitener Capital Management first reported a position in MKC in Q3 2018 and held it in 5 quarters. The position peaked at $27K in Q3 2019. 890 funds tracked by Wall St. Rank hold MKC as of Q4 2019.

Whitener Capital Management reported no remaining McCormick & Company Non-Voting position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 350 McCormick & Company Non-Voting shares in Q4 2019, an estimated $27K.
Whitener Capital Management first reported a position in McCormick & Company Non-Voting in Q3 2018 and held it in 5 quarters.
Whitener Capital Management's McCormick & Company Non-Voting position peaked at $27K in Q3 2019.
890 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.