Evermay Wealth Management’s McCormick & Company Voting MKC.V Stock Holding History

Evermay Wealth Management’s Portfolio MKC.V Stock Details MKC.V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.52M	Hold	20,080	–	–	0.19%	51
2025 Q1	$1.65M	Hold	20,080	–	–	0.22%	46
2024 Q4	$1.53M	Buy	+20,080	New	+$1.53M	0.23%	55
2022 Q2	–	Sell	-20,261	Closed	-$2.03M	–	546
2022 Q1	$2.03M	Sell	20,261 -43	-0.2%	-$4.3K	0.34%	34
2021 Q4	$1.94M	Sell	20,304 -66	-0.3%	-$6.3K	0.35%	25
2021 Q3	$1.68M	Sell	20,370 -112	-0.5%	-$9.23K	0.33%	28
2021 Q2	$1.8M	Sell	20,482 -122	-0.6%	-$10.7K	0.33%	27
2021 Q1	$1.84M	Hold	20,604	–	–	0.37%	27
2020 Q4	$1.97M	Hold	20,604	–	–	0.43%	27
2020 Q3	$2.01M	Hold	20,604	–	–	0.49%	24
2020 Q2	$1.83M	Hold	20,604	–	–	0.48%	24
2020 Q1	$1.47M	Sell	20,604 -1,026	-5%	-$73.1K	0.45%	25
2019 Q4	$1.85M	Sell	21,630 -218	-1%	-$18.6K	0.45%	26
2019 Q3	$1.7M	Sell	21,848 -60	-0.3%	-$4.67K	0.46%	24
2019 Q2	$1.7M	Sell	21,908 -410	-2%	-$31.8K	0.47%	26
2019 Q1	$1.67M	Hold	22,318	–	–	0.47%	27
2018 Q4	$1.55M	Sell	22,318 -146	-0.6%	-$10.1K	0.5%	26
2018 Q3	$1.47M	Hold	22,464	–	–	0.46%	27
2018 Q2	$1.3M	Hold	22,464	–	–	0.43%	29
2018 Q1	$1.19M	Sell	22,464 -4,000	-15%	-$212K	0.41%	31
2017 Q4	$1.33M	Hold	26,464	–	–	0.49%	23
2017 Q3	$1.36M	Hold	26,464	–	–	0.59%	19
2017 Q2	$1.29M	Hold	26,464	–	–	0.57%	19
2017 Q1	$1.29M	Sell	26,464 -450	-2%	-$21.9K	0.58%	18
2016 Q4	$1.25M	Sell	26,914 -340	-1%	-$15.8K	0.61%	19
2016 Q3	$1.37M	Hold	27,254	–	–	0.69%	19
2016 Q2	$1.45M	Hold	27,254	–	–	0.76%	19
2016 Q1	$1.35M	Hold	27,254	–	–	0.76%	18
2015 Q4	$1.16M	Hold	27,254	–	–	0.69%	17
2015 Q3	$1.12M	Hold	27,254	–	–	0.67%	17
2015 Q2	$1.11M	Hold	27,254	–	–	0.66%	19
2015 Q1	$1.06M	Hold	27,254	–	–	0.63%	19
2014 Q4	$1.01M	Hold	27,254	–	–	0.66%	18
2014 Q3	$913K	Hold	27,254	–	–	0.78%	16
2014 Q2	$971K	Hold	27,254	–	–	0.84%	14
2014 Q1	$975K	Hold	27,254	–	–	1.04%	13
2013 Q4	$937K	Buy	+27,254	New	+$937K	1.3%	10