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
Q3 | $550K | Sell |
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|
2025
Q2 | $672K | Sell |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $762K | Sell |
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|
2024
Q3 | $829K | Buy |
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|
2024
Q2 | $700K | Buy |
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|
2024
Q1 | $703K | Buy |
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|
2023
Q4 | $618K | Buy |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $366K | Buy |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $382K | Sell |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $590K | Buy |
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|
2020
Q3 | $525K | Buy |
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|
2020
Q2 | $446K | Buy |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $511K | Buy |
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|
2019
Q3 | $417K | Sell |
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|
2019
Q2 | $1.5M | Buy |
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|
2019
Q1 | $584K | Buy |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $489K | Buy |
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|
2018
Q2 | $398K | Sell |
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|
2018
Q1 | $390K | Sell |
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|
2017
Q4 | $440K | Buy |
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|
2017
Q3 | $413K | Buy |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $356K | Buy |
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|
2016
Q4 | $216K | Sell |
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|
2016
Q3 | $256K | Buy |
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|
2016
Q2 | $268K | Sell |
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|
2016
Q1 | $2.22M | Buy |
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|
2015
Q4 | $952K | Buy |
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|
2015
Q3 | $421K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $210K | Buy |
|