SMA
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Sage Mountain Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,156
Closed -$260K 534
2025
Q1
$260K Buy
3,156
+382
+14% +$31.4K 0.02% 331
2024
Q4
$211K Buy
2,774
+266
+11% +$20.3K 0.02% 361
2024
Q3
$206K Buy
+2,508
New +$206K 0.02% 381