WFG
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Wills Financial Group’s McCormick & Company Non-Voting MKC Stock Holding History

Wills Financial Group’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
Q1 		– Sell
-17,226
Closed -$1.31M – 63
2024
Q4 		$1.31M Sell
17,226
-2,188
-11% -$172K 0.57% 37
2024
Q3 		$1.6M Sell
19,414
-444
-2% -$34.6K 0.67% 36
2024
Q2 		$1.41M Sell
19,858
-589
-3% -$42.9K 0.65% 34
2024
Q1 		$1.57M Buy
20,447
+1,258
+7% +$85.5K 0.74% 35
2023
Q4 		$1.31M Buy
19,189
+3,723
+24% +$244K 0.66% 37
2023
Q3 		$1.17M Buy
15,466
+3,407
+28% +$285K 0.63% 38
2023
Q2 		$1.05M Buy
12,059
+6,420
+114% +$567K 0.53% 38
2023
Q1 		$469K Buy
+5,639
New +$430K 0.25% 49

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