KFG 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 | $794K | Buy |
10,467
+546
| +6% | +$41.4K | 0.13% | 87 |
|
|
2025
Q1 | $817K | Sell |
9,921
-47
| -0.5% | -$3.87K | 0.15% | 79 |
|
|
2024
Q4 | $760K | Buy |
9,968
+484
| +5% | +$36.9K | 0.14% | 79 |
|
|
2024
Q3 | $781K | Sell |
9,484
-950
| -9% | -$78.2K | 0.17% | 80 |
|
|
2024
Q2 | $740K | Buy |
10,434
+156
| +2% | +$11.1K | 0.29% | 62 |
|
|
2024
Q1 | $789K | Buy |
10,278
+5,049
| +97% | +$388K | 0.32% | 60 |
|
|
2023
Q4 | $358K | Buy |
5,229
+158
| +3% | +$10.8K | 0.16% | 97 |
|
|
2023
Q3 | $384K | Buy |
5,071
+661
| +15% | +$50K | 0.21% | 88 |
|
|
2023
Q2 | $385K | Buy |
4,410
+1,691
| +62% | +$148K | 0.22% | 68 |
|
|
2023
Q1 | $235K | Buy |
+2,719
| New | +$235K | 0.16% | 80 |
|