Wealthspire Advisors (New York)’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
2026 Q1	$482K	Buy	9,565 +6,451	+207%	+$411K	﹤0.01%	580
2025 Q4	$212K	Sell	3,114 -6,814	-69%	-$453K	﹤0.01%	951
2025 Q3	$664K	Buy	9,928 +7,289	+276%	+$511K	﹤0.01%	477
2025 Q2	$200K	Buy	2,639 +68	+3%	+$5.09K	﹤0.01%	798
2025 Q1	$212K	Sell	2,571 -97	-4%	-$7.6K	﹤0.01%	729
2024 Q4	$203K	Buy	2,668 +195	+8%	+$15.3K	﹤0.01%	747
2024 Q3	$204K	Buy	+2,473	New	+$193K	﹤0.01%	709
2024 Q1	–	Sell	-3,476	Closed	-$238K	–	661
2023 Q4	$238K	Buy	3,476 +126	+4%	+$8.24K	﹤0.01%	573
2023 Q3	$253K	Buy	3,350 +934	+39%	+$78K	﹤0.01%	515
2023 Q2	$211K	Sell	2,416 -12	-0.5%	-$1.06K	﹤0.01%	520
2023 Q1	$202K	Sell	2,428 -1,000	-29%	-$76.3K	﹤0.01%	504
2022 Q4	$284K	Buy	+3,428	New	+$276K	0.01%	467
2022 Q3	–	Sell	-2,753	Closed	-$229K	–	534
2022 Q2	$229K	Sell	2,753 -19	-0.7%	-$1.8K	﹤0.01%	453
2022 Q1	$277K	Sell	2,772 -669	-19%	-$65.4K	0.01%	365
2021 Q4	$332K	Buy	3,441 +776	+29%	+$66.1K	0.01%	399
2021 Q3	$216K	Buy	+2,665	New	+$229K	﹤0.01%	537
2021 Q2	–	Sell	-5,078	Closed	-$453K	–	550
2021 Q1	$453K	Buy	5,078 +2,020	+66%	+$180K	0.01%	424
2020 Q4	$292K	Buy	+3,058	New	+$289K	0.01%	445
2020 Q2	–	Sell	-5,068	Closed	-$358K	–	436
2020 Q1	$358K	Buy	+5,068	New	+$393K	0.02%	348
2019 Q1	–	Sell	-632	Closed	-$44K	–	509
2018 Q4	$44K	Buy	+632	New	+$45.3K	﹤0.01%	203