Congress Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Congress Wealth Management’s Portfolio MKC Stock Details MKC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$805K	Sell
2025 Q1	$1.1M	Buy
2023 Q3	–	Sell
2023 Q2	$227K	Sell
2023 Q1	$259K	Sell
2022 Q4	$10.1M	Sell
2022 Q3	$8.85M	Buy
2022 Q2	$9.89M	Buy
2022 Q1	$11.7M	Buy
2021 Q4	$10.8M	Buy