Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.9K | Buy |
870
+267
| +44% | +$17K | ﹤0.01% | 332 |
|
|
2025
Q4 | $41K | Buy |
603
+2
| +0.3% | +$133 | ﹤0.01% | 351 |
|
|
2025
Q3 | $40.2K | Buy |
601
+1
| +0.2% | +$70 | ﹤0.01% | 370 |
|
|
2025
Q2 | $45.5K | Hold |
600
| – | – | ﹤0.01% | 352 |
|
|
2025
Q1 | $49.4K | Hold |
600
| – | – | ﹤0.01% | 339 |
|
|
2024
Q4 | $45.7K | Hold |
600
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $49.4K | Hold |
600
| – | – | ﹤0.01% | 387 |
|
|
2024
Q2 | $42.6K | Hold |
600
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $46.1K | Buy |
600
+400
| +200% | +$27.2K | 0.01% | 359 |
|
|
2023
Q4 | $13.7K | Hold |
200
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $15.1K | Hold |
200
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $17.4K | Sell |
200
-20
| -9% | -$1.77K | ﹤0.01% | 472 |
|
|
2023
Q1 | $18.3K | Sell |
220
-6
| -3% | -$458 | ﹤0.01% | 464 |
|
|
2022
Q4 | $18.7K | Buy |
226
+206
| +1,030% | +$16.6K | ﹤0.01% | 475 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 824 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 826 |
|
|
2022
Q1 | $2K | Sell |
20
-26
| -57% | -$2.54K | ﹤0.01% | 748 |
|
|
2021
Q4 | $4K | Buy |
46
+26
| +130% | +$2.21K | ﹤0.01% | 857 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 871 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 884 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 921 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 784 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 784 |
|
|
2020
Q2 | $2K | Buy |
+20
| New | +$1.65K | ﹤0.01% | 677 |
|
|
2020
Q1 | – | Sell |
-122
| Closed | -$10K | – | 808 |
|
|
2019
Q4 | $10K | Buy |
122
+98
| +408% | +$8.11K | ﹤0.01% | 545 |
|
|
2019
Q3 | $2K | Sell |
24
-664
| -97% | -$53.4K | ﹤0.01% | 783 |
|
|
2019
Q2 | $53K | Hold |
688
| – | – | 0.02% | 331 |
|
|
2019
Q1 | $52K | Sell |
688
-26
| -4% | -$1.75K | 0.02% | 322 |
|
|
2018
Q4 | $50K | Buy |
714
+14
| +2% | +$1K | 0.02% | 288 |
|
|
2018
Q3 | $46K | Sell |
700
-4,820
| -87% | -$297K | 0.02% | 314 |
|
|
2018
Q2 | $320K | Buy |
5,520
+3,478
| +170% | +$183K | 0.16% | 105 |
|
|
2018
Q1 | $109K | Buy |
2,042
+78
| +4% | +$4.1K | 0.06% | 219 |
|
|
2017
Q4 | $100K | Buy |
1,964
+1,200
| +157% | +$59.8K | 0.06% | 222 |
|
|
2017
Q3 | $39K | Hold |
764
| – | – | 0.02% | 358 |
|
|
2017
Q2 | $37K | Hold |
764
| – | – | 0.02% | 371 |
|
|
2017
Q1 | $37K | Sell |
764
-492
| -39% | -$23.8K | 0.02% | 368 |
|
|
2016
Q4 | $59K | Buy |
1,256
+160
| +15% | +$7.46K | 0.04% | 296 |
|
|
2016
Q3 | $55K | Hold |
1,096
| – | – | 0.04% | 297 |
|
|
2016
Q2 | $58K | Hold |
1,096
| – | – | 0.04% | 259 |
|
|
2016
Q1 | $55K | Buy |
1,096
+332
| +43% | +$14.9K | 0.04% | 249 |
|
|
2015
Q4 | $33K | Buy |
764
+664
| +664% | +$28K | 0.02% | 371 |
|
|
2015
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 617 |
|
|
2015
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 645 |
|
|
2015
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 634 |
|
|
2014
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 690 |
|
|
2014
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 720 |
|
|
2014
Q2 | $4K | Buy |
+100
| New | +$3.57K | ﹤0.01% | 699 |
|
Other funds holding MKC
DAM
VCM
VPM
