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Diversify Wealth Management, LLC

SEC CIK
0002030780
Latest filing
Jul 29, 2026

MKC holding history

McCormick & Co Inc in every 13F filed by Diversify Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MKC overviewAll 13F holders of MKCFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2024
Holdings of MKC by Diversify Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−28,249−100.0%Sold outHolders
Q4 202428,249$2.02M0.2%+13,132+86.9%AddedHolders
Q3 202415,117$1.20M0.1%+1,768+13.2%AddedHolders
Q2 202413,349$1.02M0.1%–No prior filingHolders