Essex Financial Services’s McCormick & Company Non-Voting MKC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Sell	4,339 -623	-13%	-$39.7K	0.01%	725
2025 Q4	$338K	Sell	4,962 -2	-0%	-$133	0.02%	564
2025 Q3	$332K	Sell	4,964 -28	-0.6%	-$1.96K	0.02%	549
2025 Q2	$378K	Sell	4,992 -124	-2%	-$9.29K	0.02%	481
2025 Q1	$421K	Buy	5,116 +87	+2%	+$6.82K	0.03%	417
2024 Q4	$383K	Sell	5,029 -205	-4%	-$16.1K	0.03%	432
2024 Q3	$414K	Buy	5,234 +263	+5%	+$20.5K	0.03%	415
2024 Q2	$387K	Buy	+4,971	New	+$362K	0.03%	427
2023 Q3	–	Sell	-2,479	Closed	-$216K	–	486
2023 Q2	$216K	Buy	+2,479	New	+$219K	0.02%	434
2022 Q2	–	Sell	-2,301	Closed	-$230K	–	507
2022 Q1	$230K	Buy	2,301 +105	+5%	+$10.3K	0.02%	435
2021 Q4	$212K	Buy	+2,196	New	+$187K	0.02%	464
2021 Q3	–	Sell	-2,364	Closed	-$211K	–	473
2021 Q2	$211K	Hold	2,364	–	–	0.03%	424
2021 Q1	$211K	Sell	2,364 -26	-1%	-$2.31K	0.04%	332
2020 Q4	$228K	Sell	2,390 -10	-0.4%	-$944	0.05%	289
2020 Q3	$233K	Buy	2,400 +10	+0.4%	+$979	0.06%	247
2020 Q2	$214K	Buy	+2,390	New	+$197K	0.07%	233
2020 Q1	–	Sell	-2,508	Closed	-$213K	–	264
2019 Q4	$213K	Sell	2,508 -114	-4%	-$9.43K	0.06%	244
2019 Q3	$205K	Buy	+2,622	New	+$211K	0.07%	235
2018 Q4	–	Sell	-3,540	Closed	-$233K	–	275
2018 Q3	$233K	Buy	+3,540	New	+$218K	0.05%	255