Elevate Capital Advisors’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
$1.82M Buy
24,020
+7,442
+45% +$564K 1.45% 34
2025
Q1
$1.36M Buy
16,578
+320
+2% +$26.3K 1.26% 39
2024
Q4
$1.24M Buy
+16,258
New +$1.24M 1.09% 41