HFR Wealth Management’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 | $10.2M | Buy |
133,928
+1,203
| +0.9% | +$91.2K | 2.45% | 24 |
|
|
2025
Q1 | $10.9M | Buy |
132,725
+902
| +0.7% | +$74.2K | 2.66% | 21 |
|
|
2024
Q4 | $10.1M | Buy |
131,823
+232
| +0.2% | +$17.7K | 2.48% | 22 |
|
|
2024
Q3 | $10.8M | Buy |
131,591
+1,732
| +1% | +$143K | 2.63% | 23 |
|
|
2024
Q2 | $9.21M | Buy |
129,859
+1,146
| +0.9% | +$81.3K | 2.34% | 23 |
|
|
2024
Q1 | $9.89M | Buy |
128,713
+1,506
| +1% | +$116K | 2.5% | 22 |
|
|
2023
Q4 | $8.7M | Buy |
127,207
+604
| +0.5% | +$41.3K | 2.36% | 24 |
|
|
2023
Q3 | $9.58M | Sell |
126,603
-1,394
| -1% | -$105K | 2.8% | 15 |
|
|
2023
Q2 | $11.2M | Sell |
127,997
-4,132
| -3% | -$360K | 3.11% | 7 |
|
|
2023
Q1 | $11M | Buy |
132,129
+26,183
| +25% | +$2.18M | 3.12% | 8 |
|
|
2022
Q4 | $8.78M | Buy |
105,946
+387
| +0.4% | +$32.1K | 2.55% | 24 |
|
|
2022
Q3 | $7.52M | Sell |
105,559
-730
| -0.7% | -$52K | 2.45% | 25 |
|
|
2022
Q2 | $8.85M | Buy |
106,289
+448
| +0.4% | +$37.3K | 2.67% | 21 |
|
|
2022
Q1 | $10.6M | Buy |
105,841
+441
| +0.4% | +$44K | 2.8% | 13 |
|
|
2021
Q4 | $10.2M | Buy |
105,400
+2,504
| +2% | +$242K | 2.56% | 20 |
|
|
2021
Q3 | $8.34M | Buy |
102,896
+3,830
| +4% | +$310K | 2.43% | 24 |
|
|
2021
Q2 | $8.75M | Buy |
+99,066
| New | +$8.75M | 2.63% | 19 |
|