Waterloo Capital’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
6,007
-322
| -5% | -$24.4K | 0.04% | 284 |
|
|
2025
Q1 | $521K | Buy |
6,329
+1,257
| +25% | +$103K | 0.05% | 240 |
|
|
2024
Q4 | $387K | Sell |
5,072
-754
| -13% | -$57.5K | 0.04% | 267 |
|
|
2024
Q3 | $479K | Buy |
5,826
+273
| +5% | +$22.5K | 0.05% | 247 |
|
|
2024
Q2 | $394K | Buy |
5,553
+2,445
| +79% | +$173K | 0.05% | 253 |
|
|
2024
Q1 | $239K | Buy |
+3,108
| New | +$239K | 0.03% | 319 |
|