Atria Wealth Solutions’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
2025 Q2	$299K	Sell	3,937 -2,574	-40%	-$193K	0.01%	1151
2025 Q1	$536K	Sell	6,511 -9,842	-60%	-$771K	0.01%	1164
2024 Q4	$1.25M	Sell	16,353 -253	-2%	-$19.9K	0.01%	832
2024 Q3	$1.37M	Buy	16,606 +314	+2%	+$24.5K	0.01%	797
2024 Q2	$1.16M	Buy	16,292 +1,343	+9%	+$97.8K	0.01%	828
2024 Q1	$1.15M	Buy	14,949 +7,133	+91%	+$485K	0.01%	853
2023 Q4	$537K	Buy	7,816 +313	+4%	+$20.5K	0.01%	1169
2023 Q3	$568K	Sell	7,503 -567	-7%	-$47.4K	0.01%	1075
2023 Q2	$704K	Sell	8,070 -195	-2%	-$17.2K	0.01%	1004
2023 Q1	$688K	Sell	8,265 -7,739	-48%	-$590K	0.01%	974
2022 Q4	$1.33M	Sell	16,004 -1,598	-9%	-$129K	0.02%	641
2022 Q3	$1.25M	Buy	17,602 +6,974	+66%	+$585K	0.02%	637
2022 Q2	$885K	Sell	10,628 -1,505	-12%	-$143K	0.02%	747
2022 Q1	$1.21M	Buy	+12,133	New	+$1.19M	0.02%	648