SFG 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 | $779K | Sell |
10,275
-200
| -2% | -$15.2K | 0.47% | 36 |
|
|
2025
Q1 | $862K | Buy |
10,475
+1
| +0% | +$82 | 0.42% | 46 |
|
|
2024
Q4 | $799K | Sell |
10,474
-115
| -1% | -$8.77K | 0.42% | 39 |
|
|
2024
Q3 | $871K | Sell |
10,589
-267
| -2% | -$22K | 0.46% | 37 |
|
|
2024
Q2 | $770K | Sell |
10,856
-450
| -4% | -$31.9K | 0.44% | 36 |
|
|
2024
Q1 | $868K | Sell |
11,306
-150
| -1% | -$11.5K | 0.52% | 30 |
|
|
2023
Q4 | $784K | Sell |
11,456
-1,708
| -13% | -$117K | 0.52% | 35 |
|
|
2023
Q3 | $996K | Sell |
13,164
-340
| -3% | -$25.7K | 0.79% | 24 |
|
|
2023
Q2 | $1.18M | Sell |
13,504
-375
| -3% | -$32.7K | 0.99% | 21 |
|
|
2023
Q1 | $1.15M | Sell |
13,879
-369
| -3% | -$30.7K | 1.28% | 12 |
|
|
2022
Q4 | $1.18M | Sell |
14,248
-400
| -3% | -$33.2K | 1.46% | 13 |
|
|
2022
Q3 | $1.04M | Sell |
14,648
-200
| -1% | -$14.3K | 1.41% | 22 |
|
|
2022
Q2 | $1.24M | Sell |
14,848
-440
| -3% | -$36.6K | 1.44% | 22 |
|
|
2022
Q1 | $1.53M | Hold |
15,288
| – | – | 1.43% | 23 |
|
|
2021
Q4 | $1.48M | Buy |
+15,288
| New | +$1.48M | 1.31% | 29 |
|