United Capital Financial Advisors’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 Q2 | $672K | Sell |  | |||||
| 2025 Q1 | $784K | Sell |  | |||||
| 2024 Q4 | $762K | Sell |  | |||||
| 2024 Q3 | $829K | Buy |  | |||||
| 2024 Q2 | $700K | Buy |  | |||||
| 2024 Q1 | $703K | Buy |  | |||||
| 2023 Q4 | $618K | Buy |  | |||||
| 2023 Q3 | $202K | Sell |  | |||||
| 2023 Q2 | $250K | Sell |  | |||||
| 2023 Q1 | $366K | Sell |  | |||||
| 2022 Q4 | $379K | Sell |  | |||||
| 2022 Q3 | $366K | Buy |  | |||||
| 2022 Q2 | $409K | Buy |  | |||||
| 2022 Q1 | $404K | Sell |  | |||||
| 2021 Q4 | $409K | Buy |  | |||||
| 2021 Q3 | $338K | Sell |  | |||||
| 2021 Q2 | $382K | Sell |  | |||||
| 2021 Q1 | $410K | Sell |  | |||||
| 2020 Q4 | $590K | Buy |  | |||||
| 2020 Q3 | $525K | Buy |  | |||||
| 2020 Q2 | $446K | Buy |  | |||||
| 2020 Q1 | $347K | Sell |  | |||||
| 2019 Q4 | $511K | Buy |  | |||||
| 2019 Q3 | $417K | Sell |  | |||||
| 2019 Q2 | $1.5M | Buy |  | |||||
| 2019 Q1 | $584K | Buy |  | |||||
| 2018 Q4 | $457K | Sell |  | |||||
| 2018 Q3 | $489K | Buy |  | |||||
| 2018 Q2 | $398K | Sell |  | |||||
| 2018 Q1 | $390K | Sell |  | |||||
| 2017 Q4 | $440K | Buy |  | |||||
| 2017 Q3 | $413K | Buy |  | |||||
| 2017 Q2 | $345K | Sell |  | |||||
| 2017 Q1 | $356K | Buy |  | |||||
| 2016 Q4 | $216K | Sell |  | |||||
| 2016 Q3 | $256K | Buy |  | |||||
| 2016 Q2 | $268K | Sell |  | |||||
| 2016 Q1 | $2.22M | Buy |  | |||||
| 2015 Q4 | $952K | Buy |  | |||||
| 2015 Q3 | $421K | Buy |  | |||||
| 2015 Q2 | – | Sell |  | |||||
| 2015 Q1 | $210K | Buy |  |