SHFA
SC&H Financial 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 | $650K | Hold |
8,579
| – | – | 0.11% | 83 |
|
|
2025
Q1 | $706K | Buy |
8,579
+500
| +6% | +$41.2K | 0.14% | 80 |
|
|
2024
Q4 | $616K | Hold |
8,079
| – | – | 0.13% | 85 |
|
|
2024
Q3 | $665K | Sell |
8,079
-280
| -3% | -$23K | 0.15% | 83 |
|
|
2024
Q2 | $593K | Buy |
8,359
+225
| +3% | +$16K | 0.15% | 84 |
|
|
2024
Q1 | $625K | Sell |
8,134
-403
| -5% | -$31K | 0.16% | 80 |
|
|
2023
Q4 | $584K | Sell |
8,537
-14
| -0.2% | -$958 | 0.17% | 81 |
|
|
2023
Q3 | $647K | Sell |
8,551
-240
| -3% | -$18.2K | 0.22% | 72 |
|
|
2023
Q2 | $767K | Sell |
8,791
-149
| -2% | -$13K | 0.25% | 71 |
|
|
2023
Q1 | $744K | Buy |
8,940
+57
| +0.6% | +$4.74K | 0.27% | 70 |
|
|
2022
Q4 | $736K | Buy |
8,883
+15
| +0.2% | +$1.24K | 0.31% | 67 |
|
|
2022
Q3 | $632K | Sell |
8,868
-28
| -0.3% | -$2K | 0.32% | 67 |
|
|
2022
Q2 | $741K | Hold |
8,896
| – | – | 0.35% | 59 |
|
|
2022
Q1 | $888K | Buy |
8,896
+1
| +0% | +$100 | 0.42% | 54 |
|
|
2021
Q4 | $859K | Buy |
+8,895
| New | +$859K | 0.47% | 48 |
|