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Spire Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Spire Wealth Management’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23K Buy
64
+5
+8% +$245 ﹤0.01% 1910
2026
Q1 		$2.98K Buy
59
+20
+51% +$1.27K ﹤0.01% 1960
2025
Q4 		$2.63K Sell
39
-86
-69% -$5.71K ﹤0.01% 2041
2025
Q3 		$8.36K Buy
125
+8
+7% +$560 ﹤0.01% 1816
2025
Q2 		$8.87K Sell
117
-104
-47% -$7.79K ﹤0.01% 1760
2025
Q1 		$18.2K Buy
221
+16
+8% +$1.25K ﹤0.01% 1637
2024
Q4 		$15.6K Buy
+205
New +$16.1K ﹤0.01% 1699
2022
Q2 		– Sell
-577
Closed -$58K – 2774
2022
Q1 		$58K Sell
577
-51
-8% -$4.99K ﹤0.01% 1394
2021
Q4 		$61K Sell
628
-16
-2% -$1.36K ﹤0.01% 1620
2021
Q3 		$52K Sell
644
-20
-3% -$1.72K ﹤0.01% 1462
2021
Q2 		$59K Sell
664
-53
-7% -$4.73K ﹤0.01% 1409
2021
Q1 		$64K Buy
+717
New +$63.8K ﹤0.01% 1603

Other funds holding MKC

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return