Summit Trail Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Summit Trail Advisors’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
2025 Q2	$331K	Buy
2024 Q4	–	Sell
2024 Q3	$281K	Buy
2024 Q2	$205K	Sell
2024 Q1	$226K	Buy
2023 Q3	–	Sell
2023 Q2	$203K	Buy
2018 Q2	–	Sell
2018 Q1	$265K	Buy
2017 Q4	$242K	Buy