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Compass Ion Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Compass Ion Advisors’s Portfolio MKC Stock Details MKC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,450
Closed -$366K – 273
2025
Q1 		$366K Sell
4,450
-288
-6% -$23.7K 0.04% 193
2024
Q4 		$361K Buy
4,738
+2,298
+94% +$175K 0.04% 191
2024
Q3 		$201K Buy
+2,440
New +$201K 0.02% 254