Cape Investment Advisory’s McCormick & Company Non-Voting MKC Stock Holding History

Cape Investment Advisory’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
2025 Q2	$4.55K	Hold
2025 Q1	$4.94K	Hold
2024 Q4	$4.57K	Hold
2024 Q3	$4.94K	Hold
2024 Q2	$4.26K	Hold
2024 Q1	$4.61K	Sell
2023 Q4	$5.2K	Buy
2023 Q3	$4.54K	Hold
2023 Q2	$5.23K	Hold
2023 Q1	$4.99K	Buy