Union Heritage Capital’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.69M | Hold |
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|
2025
Q2 | $4.18M | Hold |
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|
2025
Q1 | $4.54M | Hold |
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|
2024
Q4 | $4.21M | Hold |
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|
2024
Q3 | $4.54M | Hold |
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|
2024
Q2 | $3.92M | Hold |
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|
2024
Q1 | $4.24M | Buy |
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|
2023
Q4 | $3.08M | Hold |
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|
2023
Q3 | $3.4M | Hold |
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|
2023
Q2 | $3.92M | Hold |
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|
2023
Q1 | $3.74M | Sell |
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|
2022
Q4 | $4.16M | Sell |
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|
2022
Q3 | $3.92M | Hold |
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|
2022
Q2 | $4.58M | Hold |
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|
2022
Q1 | $5.49M | Sell |
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|
2021
Q4 | $5.8M | Sell |
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|
2021
Q3 | $5.02M | Hold |
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|
2021
Q2 | $5.47M | Hold |
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|
2021
Q1 | $5.53M | Buy |
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