Partnership 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 | $607K | Hold |
8,000
| – | – | 0.49% | 41 |
|
|
2025
Q1 | $658K | Hold |
8,000
| – | – | 0.56% | 38 |
|
|
2024
Q4 | $610K | Hold |
8,000
| – | – | 0.51% | 39 |
|
|
2024
Q3 | $658K | Hold |
8,000
| – | – | 0.46% | 38 |
|
|
2024
Q2 | $568K | Hold |
8,000
| – | – | 0.42% | 50 |
|
|
2024
Q1 | $614K | Hold |
8,000
| – | – | 0.43% | 56 |
|
|
2023
Q4 | $545K | Buy |
+8,000
| New | +$545K | 0.41% | 54 |
|