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

Waverly 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	$10.6M	Sell
2025 Q1	$11.6M	Buy
2024 Q4	$10.7M	Sell
2024 Q3	$11.6M	Buy
2024 Q2	$9.24M	Buy
2024 Q1	$291K	Buy
2023 Q4	$223K	Buy
2023 Q3	$245K	Hold
2023 Q2	$282K	Buy