Winch Advisory Services’s McCormick & Company Non-Voting MKC Stock Holding History

Winch Advisory Services’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
2026 Q1	$2.88K	Sell	57 -58	-50%	-$3.69K	﹤0.01%	405
2025 Q4	$7.83K	Hold	115	–	–	﹤0.01%	333
2025 Q3	$7.7K	Hold	115	–	–	﹤0.01%	329
2025 Q2	$8.72K	Hold	115	–	–	﹤0.01%	308
2025 Q1	$9.47K	Hold	115	–	–	﹤0.01%	288
2024 Q4	$8.77K	Hold	115	–	–	﹤0.01%	307
2024 Q3	$9.46K	Hold	115	–	–	﹤0.01%	267
2024 Q2	$8.16K	Hold	115	–	–	﹤0.01%	276
2024 Q1	$8.83K	Hold	115	–	–	﹤0.01%	265
2023 Q4	$7.87K	Hold	115	–	–	﹤0.01%	275
2023 Q3	$9K	Hold	115	–	–	﹤0.01%	263
2023 Q2	$10K	Hold	115	–	–	﹤0.01%	258
2023 Q1	$10K	Hold	115	–	–	﹤0.01%	257
2022 Q4	$10K	Hold	115	–	–	﹤0.01%	237
2022 Q3	$8K	Hold	115	–	–	﹤0.01%	240
2022 Q2	$10K	Hold	115	–	–	﹤0.01%	230
2022 Q1	$12K	Hold	115	–	–	﹤0.01%	237
2021 Q4	$11K	Sell	115 -97	-46%	-$8.26K	﹤0.01%	259
2021 Q3	$17K	Hold	212	–	–	0.01%	225
2021 Q2	$19K	Hold	212	–	–	0.01%	206
2021 Q1	$19K	Hold	212	–	–	0.01%	187
2020 Q4	$20K	Sell	212 -54	-20%	-$5.1K	0.01%	164
2020 Q3	$26K	Hold	266	–	–	0.01%	127
2020 Q2	$24K	Hold	266	–	–	0.01%	128
2020 Q1	$19K	Hold	266	–	–	0.01%	128
2019 Q4	$23K	Sell	266 -70	-21%	-$5.79K	0.01%	147
2019 Q3	$26K	Sell	336 -180	-35%	-$14.5K	0.01%	134
2019 Q2	$40K	Buy	516 +18	+4%	+$1.39K	0.02%	123
2019 Q1	$38K	Hold	498	–	–	0.02%	127
2018 Q4	$35K	Hold	498	–	–	0.02%	118
2018 Q3	$33K	Hold	498	–	–	0.02%	120
2018 Q2	$29K	Sell	498 -390	-44%	-$20.5K	0.02%	137
2018 Q1	$47K	Hold	888	–	–	0.03%	119
2017 Q4	$45K	Hold	888	–	–	0.03%	107
2017 Q3	$46K	Hold	888	–	–	0.03%	95
2017 Q2	$43K	Hold	888	–	–	0.03%	119
2017 Q1	$43K	Buy	888 +4	+0.5%	+$194	0.03%	116
2016 Q4	$41K	Buy	884 +4	+0.5%	+$187	0.03%	104
2016 Q3	$44K	Buy	880 +4	+0.5%	+$203	0.04%	96
2016 Q2	$47K	Buy	876 +4	+0.5%	+$195	0.06%	83
2016 Q1	$43K	Buy	872 +4	+0.5%	+$180	0.07%	48
2015 Q4	$37K	Buy	868 +4	+0.5%	+$169	0.04%	62
2015 Q3	$35K	Buy	864 +4	+0.5%	+$163	0.05%	60
2015 Q2	$35K	Sell	860 -100	-10%	-$3.89K	0.02%	121
2015 Q1	$37K	Buy	+960	New	+$35.6K	0.02%	95
2014 Q4	–	Sell	-1,176	Closed	-$39K	–	126
2014 Q3	$39K	Buy	1,176 +6	+0.5%	+$206	0.03%	78
2014 Q2	$42K	Buy	1,170 +6	+0.5%	+$214	0.02%	92
2014 Q1	$42K	Buy	+1,164	New	+$39.2K	0.03%	108