EWM
Evercore Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
9,082
-450
| -5% | -$34.1K | 0.01% | 250 |
|
|
2025
Q1 | $785K | Sell |
9,532
-66
| -0.7% | -$5.43K | 0.01% | 235 |
|
|
2024
Q4 | $732K | Hold |
9,598
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $790K | Sell |
9,598
-700
| -7% | -$57.6K | 0.01% | 238 |
|
|
2024
Q2 | $731K | Hold |
10,298
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $791K | Sell |
10,298
-494
| -5% | -$37.9K | 0.01% | 235 |
|
|
2023
Q4 | $738K | Sell |
10,792
-1,068
| -9% | -$73.1K | 0.01% | 242 |
|
|
2023
Q3 | $897K | Sell |
11,860
-500
| -4% | -$37.8K | 0.02% | 220 |
|
|
2023
Q2 | $1.08M | Hold |
12,360
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $1.03M | Sell |
12,360
-266
| -2% | -$22.1K | 0.02% | 211 |
|
|
2022
Q4 | $1.05M | Sell |
12,626
-288
| -2% | -$23.9K | 0.02% | 207 |
|
|
2022
Q3 | $921K | Hold |
12,914
| – | – | 0.02% | 208 |
|
|
2022
Q2 | $1.08M | Sell |
12,914
-866
| -6% | -$72.1K | 0.02% | 202 |
|
|
2022
Q1 | $1.38M | Hold |
13,780
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $1.33M | Sell |
13,780
-550
| -4% | -$53.1K | 0.02% | 201 |
|
|
2021
Q3 | $1.16M | Hold |
14,330
| – | – | 0.02% | 208 |
|
|
2021
Q2 | $1.27M | Sell |
14,330
-1,015
| -7% | -$89.7K | 0.02% | 202 |
|
|
2021
Q1 | $1.37M | Sell |
15,345
-966
| -6% | -$86.1K | 0.03% | 197 |
|
|
2020
Q4 | $1.56M | Buy |
16,311
+8,528
| +110% | +$816K | 0.03% | 177 |
|
|
2020
Q3 | $1.51M | Buy |
7,783
+10
| +0.1% | +$1.94K | 0.04% | 164 |
|
|
2020
Q2 | $1.4M | Sell |
7,773
-188
| -2% | -$33.7K | 0.04% | 167 |
|
|
2020
Q1 | $1.12M | Sell |
7,961
-2,168
| -21% | -$306K | 0.04% | 171 |
|
|
2019
Q4 | $1.72M | Buy |
10,129
+2,206
| +28% | +$374K | 0.05% | 168 |
|
|
2019
Q3 | $1.24M | Buy |
7,923
+117
| +1% | +$18.3K | 0.04% | 182 |
|
|
2019
Q2 | $1.21M | Sell |
7,806
-3,200
| -29% | -$496K | 0.04% | 189 |
|
|
2019
Q1 | $1.66M | Hold |
11,006
| – | – | 0.05% | 165 |
|
|
2018
Q4 | $1.53M | Hold |
11,006
| – | – | 0.06% | 150 |
|
|
2018
Q3 | $1.45M | Buy |
11,006
+58
| +0.5% | +$7.64K | 0.05% | 171 |
|
|
2018
Q2 | $1.27M | Hold |
10,948
| – | – | 0.04% | 176 |
|
|
2018
Q1 | $1.17M | Sell |
10,948
-80
| -0.7% | -$8.51K | 0.04% | 172 |
|
|
2017
Q4 | $1.12M | Hold |
11,028
| – | – | 0.04% | 177 |
|
|
2017
Q3 | $1.13M | Hold |
11,028
| – | – | 0.04% | 171 |
|
|
2017
Q2 | $1.08M | Sell |
11,028
-50
| -0.5% | -$4.88K | 0.04% | 172 |
|
|
2017
Q1 | $1.08M | Sell |
11,078
-1,060
| -9% | -$103K | 0.04% | 172 |
|
|
2016
Q4 | $1.13M | Buy |
12,138
+1,000
| +9% | +$93.3K | 0.05% | 168 |
|
|
2016
Q3 | $1.11M | Sell |
11,138
-300
| -3% | -$30K | 0.05% | 172 |
|
|
2016
Q2 | $1.22M | Sell |
11,438
-1
| -0% | -$107 | 0.05% | 160 |
|
|
2016
Q1 | $1.14M | Sell |
11,439
-1
| -0% | -$99 | 0.05% | 166 |
|
|
2015
Q4 | $979K | Buy |
11,440
+140
| +1% | +$12K | 0.05% | 184 |
|
|
2015
Q3 | $929K | Buy |
11,300
+73
| +0.7% | +$6K | 0.04% | 187 |
|
|
2015
Q2 | $909K | Sell |
11,227
-173
| -2% | -$14K | 0.04% | 205 |
|
|
2015
Q1 | $879K | Buy |
11,400
+500
| +5% | +$38.6K | 0.04% | 201 |
|
|
2014
Q4 | $809K | Buy |
10,900
+3,000
| +38% | +$223K | 0.04% | 189 |
|
|
2014
Q3 | $530K | Hold |
7,900
| – | – | 0.03% | 256 |
|
|
2014
Q2 | $565K | Buy |
7,900
+200
| +3% | +$14.3K | 0.03% | 256 |
|
|
2014
Q1 | $553K | Hold |
7,700
| – | – | 0.03% | 248 |
|
|
2013
Q4 | $530K | Sell |
7,700
-192
| -2% | -$13.2K | 0.03% | 252 |
|
|
2013
Q3 | $511K | Buy |
7,892
+192
| +2% | +$12.4K | 0.03% | 274 |
|
|
2013
Q2 | $541K | Buy |
+7,700
| New | +$541K | 0.03% | 269 |
|