KMG Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $323K | Hold |
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|
2025
Q2 | $366K | Hold |
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|
2025
Q1 | $398K | Hold |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $414K | Hold |
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|
2024
Q2 | $357K | Hold |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $410K | Hold |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $451K | Hold |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $780K | Hold |
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|
2021
Q4 | $755K | Hold |
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|
2021
Q3 | $634K | Sell |
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|
2021
Q2 | $744K | Hold |
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|
2021
Q1 | $751K | Sell |
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|
2020
Q4 | $803K | Hold |
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|
2020
Q3 | $827K | Hold |
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|
2020
Q2 | $764K | Hold |
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|
2020
Q1 | $602K | Sell |
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|
2019
Q4 | $773K | Hold |
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|
2019
Q3 | $712K | Hold |
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|
2019
Q2 | $706K | Buy |
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|
2019
Q1 | $681K | Hold |
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|
2018
Q4 | $629K | Buy |
|