Winslow Evans & Crocker’s McCormick & Company Non-Voting MKC Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-768	Closed	-$60K	–	1160
2019 Q2	$60K	Buy	768 +308	+67%	+$23.7K	0.02%	477
2019 Q1	$36K	Buy	+460	New	+$31K	0.01%	558
2018 Q2	–	Sell	-72	Closed	-$3.83K	–	1149
2018 Q1	$3.83K	Hold	72	–	–	﹤0.01%	942
2017 Q4	$3.67K	Sell	72 -364	-83%	-$18.1K	﹤0.01%	965
2017 Q3	$22.4K	Sell	436 -200	-31%	-$9.64K	0.01%	633
2017 Q2	$31K	Sell	636 -112	-15%	-$5.67K	0.01%	662
2017 Q1	$36.4K	Sell	748 -36	-5%	-$1.74K	0.01%	608
2016 Q4	$36.6K	Buy	784 +244	+45%	+$11.4K	0.01%	606
2016 Q3	$27K	Buy	540 +240	+80%	+$12.2K	0.01%	669
2016 Q2	$16K	Hold	300	–	–	﹤0.01%	760
2016 Q1	$14.9K	Hold	300	–	–	﹤0.01%	779
2015 Q4	$12.8K	Hold	300	–	–	﹤0.01%	853
2015 Q3	$12.3K	Hold	300	–	–	﹤0.01%	847
2015 Q2	$12.1K	Hold	300	–	–	﹤0.01%	885
2015 Q1	$11.6K	Hold	300	–	–	﹤0.01%	854
2014 Q4	$11.1K	Hold	300	–	–	﹤0.01%	861
2014 Q3	$10K	Hold	300	–	–	﹤0.01%	895
2014 Q2	$10.7K	Hold	300	–	–	﹤0.01%	831
2014 Q1	$10.8K	Hold	300	–	–	﹤0.01%	822
2013 Q4	$10K	Buy	+300	New	+$10.2K	﹤0.01%	908

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winslow Evans & Crocker's MKC Position: Q3 2019 in Review

Winslow Evans & Crocker sold out of McCormick & Company Non-Voting (MKC) in Q3 2019, closing a stake of 768 shares — an estimated $60K sold.

Winslow Evans & Crocker first reported a position in MKC in Q4 2013 and held it in 20 quarters. The position peaked at $60K in Q2 2019. 840 funds tracked by Wall St. Rank hold MKC as of Q3 2019.

Winslow Evans & Crocker reported no remaining McCormick & Company Non-Voting position as of Q3 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 768 McCormick & Company Non-Voting shares in Q3 2019, an estimated $60K.
Winslow Evans & Crocker first reported a position in McCormick & Company Non-Voting in Q4 2013 and held it in 20 quarters.
Winslow Evans & Crocker's McCormick & Company Non-Voting position peaked at $60K in Q2 2019.
840 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2019.

Based on Winslow Evans & Crocker's 13F filing for Q3 2019, filed 16 Oct 2019.