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McCormick & Company Voting
MKC.V

56 hedge funds and large institutions have $94.1M invested in McCormick & Company Voting in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

6% more funds holding

Funds holding: 53 → 56 (+3)

0.77% more ownership

Funds ownership: 7.33% → 8.1% (+0.77%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

4% less capital invested

Capital invested by funds: $97.6M → $94.1M (-$3.45M)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
CIBC World Markets
New York
+$4.77M
2
Morgan Stanley
Morgan Stanley
New York
+$3.29M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$356K
4
GS
GTS Securities
New York
+$274K
5
CANC
Culbertson A N & Co
Virginia
+$240K

Top Sellers

Rank Fund Capital Flow
1
DP
Dearborn Partners
Illinois
-$788K
2
KAS
Kestra Advisory Services
Texas
-$228K
3
CAM
Cresset Asset Management
Illinois
-$212K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$153K
5
SC
Scotia Capital
Ontario, Canada
-$39.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$327K – – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$321K -$153K -2,320 -33%
Bank of America
28
Bank of America
North Carolina
$313K – – –
GI
29
GAMCO Investors
Connecticut
$306K – – –
RG
30
Rathbones Group
United Kingdom
$306K – – –
SCTC
31
Sanibel Captiva Trust Company
Florida
$297K +$288K +4,368 New
GS
32
GTS Securities
New York
$282K +$274K +4,152 New
LPL Financial
33
LPL Financial
California
$281K -$28.1K -425 -9%
TBA
34
Tower Bridge Advisors
Pennsylvania
$272K – – –
CANC
35
Culbertson A N & Co
Virginia
$249K +$240K +3,640 New
VCA
36
Verdence Capital Advisors
Maryland
$228K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$222K – – –
Chevy Chase Trust
38
Chevy Chase Trust
Maryland
$201K -$2.97K -45 -2%
SSB
39
Sandy Spring Bank
Maryland
$186K +$180K +2,728 New
DWA
40
Delos Wealth Advisors
Texas
$171K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$135K – – –
William Blair & Company
42
William Blair & Company
Illinois
$131K -$1.45K -22 -1%
UBS Group
43
UBS Group
Switzerland
$116K +$11K +166 +11%
NA
44
NewEdge Advisors
Louisiana
$28.1K +$198 +3 +0.7%
Wells Fargo
45
Wells Fargo
California
$27.8K +$132 +2 +0.5%
WT
46
Whittier Trust
California
$27.1K – – –
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$22.9K – – –
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$21.6K – – –
CAS
49
Coppell Advisory Solutions
Texas
$17K -$11.8K -179 -42%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$16.6K – – –
1
2
3

MKC.V Hedge Fund Activity: Q4 2023 in Review

56 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2023, worth a combined $94.1M — down 3.5% from $97.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MKC.V positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was CIBC World Markets, adding an estimated $4.77M. The largest seller was Dearborn Partners, cutting an estimated $788K.

  • 56 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $94.1M of McCormick & Company Voting stock for Q4 2023, down 3.5% quarter-over-quarter.
  • 6 funds opened new McCormick & Company Voting positions in Q4 2023 and 2 closed out, a net change of +4 holders.
  • The largest McCormick & Company Voting buyer in Q4 2023 was CIBC World Markets, an estimated $4.77M added.
  • The largest McCormick & Company Voting seller in Q4 2023 was Dearborn Partners, an estimated $788K sold.

Based on aggregated 13F filings for Q4 2023.