Congress Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Sell |
10,609
-2,789
| -21% | -$212K | 0.01% | 766 |
|
|
2025
Q1 | $1.1M | Buy |
+13,398
| New | +$1.1M | 0.01% | 614 |
|
|
2023
Q3 | – | Sell |
-2,606
| Closed | -$227K | – | 614 |
|
|
2023
Q2 | $227K | Sell |
2,606
-508
| -16% | -$44.3K | 0.01% | 518 |
|
|
2023
Q1 | $259K | Sell |
3,114
-118,720
| -97% | -$9.88M | 0.01% | 503 |
|
|
2022
Q4 | $10.1M | Sell |
121,834
-2,367
| -2% | -$196K | 0.26% | 123 |
|
|
2022
Q3 | $8.85M | Buy |
124,201
+5,358
| +5% | +$382K | 0.24% | 131 |
|
|
2022
Q2 | $9.89M | Buy |
118,843
+1,252
| +1% | +$104K | 0.25% | 118 |
|
|
2022
Q1 | $11.7M | Buy |
117,591
+5,776
| +5% | +$576K | 0.26% | 103 |
|
|
2021
Q4 | $10.8M | Buy |
+111,815
| New | +$10.8M | 0.22% | 139 |
|