Advisornet Financial’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.9K | Sell |
235
-98
| -29% | -$6.24K | ﹤0.01% | 1486 |
|
|
2025
Q4 | $22.7K | Hold |
333
| – | – | ﹤0.01% | 1281 |
|
|
2025
Q3 | $22.3K | Sell |
333
-3
| -0.9% | -$210 | ﹤0.01% | 1265 |
|
|
2025
Q2 | $25.5K | Buy |
336
+3
| +0.9% | +$225 | ﹤0.01% | 1195 |
|
|
2025
Q1 | $27.4K | Sell |
333
-499
| -60% | -$39.1K | ﹤0.01% | 1100 |
|
|
2024
Q4 | $63.4K | Buy |
832
+49
| +6% | +$3.85K | 0.01% | 813 |
|
|
2024
Q3 | $64.4K | Sell |
783
-4
| -0.5% | -$312 | ﹤0.01% | 827 |
|
|
2024
Q2 | $55.8K | Buy |
787
+24
| +3% | +$1.75K | 0.01% | 787 |
|
|
2024
Q1 | $58.6K | Hold |
763
| – | – | 0.01% | 762 |
|
|
2023
Q4 | $52.2K | Buy |
763
+23
| +3% | +$1.5K | ﹤0.01% | 801 |
|
|
2023
Q3 | $56K | Sell |
740
-130
| -15% | -$10.9K | 0.01% | 757 |
|
|
2023
Q2 | $75.9K | Sell |
870
-34
| -4% | -$3K | 0.01% | 705 |
|
|
2023
Q1 | $75.2K | Sell |
904
-26
| -3% | -$1.98K | 0.01% | 693 |
|
|
2022
Q4 | $77.1K | Buy |
930
+42
| +5% | +$3.39K | 0.01% | 679 |
|
|
2022
Q3 | $63K | Hold |
888
| – | – | 0.01% | 786 |
|
|
2022
Q2 | $74K | Sell |
888
-60
| -6% | -$5.68K | 0.01% | 759 |
|
|
2022
Q1 | $95K | Buy |
948
+60
| +7% | +$5.87K | 0.01% | 771 |
|
|
2021
Q4 | $86K | Buy |
888
+48
| +6% | +$4.09K | 0.01% | 859 |
|
|
2021
Q3 | $68K | Hold |
840
| – | – | ﹤0.01% | 912 |
|
|
2021
Q2 | $74K | Sell |
840
-1,500
| -64% | -$134K | ﹤0.01% | 869 |
|
|
2021
Q1 | $209K | Buy |
2,340
+1,240
| +113% | +$110K | 0.01% | 549 |
|
|
2020
Q4 | $105K | Hold |
1,100
| – | – | 0.01% | 677 |
|
|
2020
Q3 | $107K | Hold |
1,100
| – | – | 0.01% | 651 |
|
|
2020
Q2 | $99K | Sell |
1,100
-14
| -1% | -$1.15K | 0.01% | 673 |
|
|
2020
Q1 | $79K | Buy |
1,114
+260
| +30% | +$20.2K | 0.01% | 668 |
|
|
2019
Q4 | $72K | Hold |
854
| – | – | 0.01% | 775 |
|
|
2019
Q3 | $67K | Buy |
854
+94
| +12% | +$7.55K | 0.01% | 797 |
|
|
2019
Q2 | $59K | Sell |
760
-8
| -1% | -$617 | 0.01% | 759 |
|
|
2019
Q1 | $58K | Buy |
768
+14
| +2% | +$944 | 0.01% | 694 |
|
|
2018
Q4 | $52K | Buy |
754
+14
| +2% | +$1K | 0.01% | 680 |
|
|
2018
Q3 | $49K | Hold |
740
| – | – | 0.01% | 726 |
|
|
2018
Q2 | $43K | Hold |
740
| – | – | 0.01% | 744 |
|
|
2018
Q1 | $39K | Hold |
740
| – | – | 0.01% | 756 |
|
|
2017
Q4 | $38K | Buy |
+740
| New | +$36.9K | 0.01% | 711 |
|
Other funds holding MKC
DAM
VCM
VPM