Caldwell Trust’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
Q3 | $416K | Hold |
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|
2025
Q2 | $471K | Hold |
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|
2025
Q1 | $512K | Sell |
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|
2024
Q4 | $484K | Hold |
|
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|
2024
Q3 | $522K | Hold |
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|
2024
Q2 | $450K | Hold |
|
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|
2024
Q1 | $487K | Hold |
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $480K | Hold |
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|
2023
Q2 | $553K | Hold |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $516K | Hold |
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|
2022
Q3 | $444K | Hold |
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|
2022
Q2 | $518K | Hold |
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|
2022
Q1 | $621K | Hold |
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|
2021
Q4 | $601K | Hold |
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|
2021
Q3 | $504K | Hold |
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|
2021
Q2 | $550K | Hold |
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|
2021
Q1 | $555K | Hold |
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|
2020
Q4 | $595K | Hold |
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|
2020
Q3 | $604K | Sell |
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|
2020
Q2 | $564K | Hold |
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|
2020
Q1 | $444K | Hold |
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|
2019
Q4 | $534K | Buy |
|