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McCormick & Company Voting
MKC.V

58 hedge funds and large institutions have $108M invested in McCormick & Company Voting in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

30% more capital invested

Capital invested by funds: $83.2M → $108M (+$25.2M)

0.77% more ownership

Funds ownership: 7.14% → 7.91% (+0.77%)

5% less funds holding

Funds holding: 61 → 58 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DP
Dearborn Partners
Illinois
+$9.8M
2
CWM
CIBC World Markets
New York
+$1.13M
3
LPL Financial
LPL Financial
California
+$804K
4
FCI
Financial Counselors Inc
Kansas
+$699K
5
TWC
TD Waterhouse Canada
Ontario, Canada
+$467K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$2.09M
2
BCI
Brinker Capital Investments
Pennsylvania
-$620K
3
OPS
Orion Portfolio Solutions
Nebraska
-$620K
4
Truist Financial
Truist Financial
North Carolina
-$399K
5
Citadel Advisors
Citadel Advisors
Florida
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$380K – – –
GI
27
GAMCO Investors
Connecticut
$371K – – –
SCTC
28
Sanibel Captiva Trust Company
Florida
$361K – – –
RG
29
Rathbones Group
United Kingdom
$330K – – –
TBA
30
Tower Bridge Advisors
Pennsylvania
$330K – – –
WSFS
31
Wilmington Savings Fund Society
Delaware
$330K +$311K +4,000 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$292K -$149K -1,919 -35%
WCM
33
Westend Capital Management
California
$291K – – –
VCA
34
Verdence Capital Advisors
Maryland
$276K – – –
CANC
35
Culbertson A N & Co
Virginia
$262K – – –
IIM
36
Ipswich Investment Management
Massachusetts
$251K -$132K -1,700 -36%
KAS
37
Kestra Advisory Services
Texas
$245K +$1.32K +17 +0.6%
Chevy Chase Trust
38
Chevy Chase Trust
Maryland
$244K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$233K -$77.8K -1,000 -26%
DWA
40
Delos Wealth Advisors
Texas
$225K – – –
CAM
41
Cresset Asset Management
Illinois
$221K +$209K +2,683 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$220K -$46.5K -598 -18%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$209K +$197K +2,527 New
SSB
44
Sandy Spring Bank
Maryland
$184K -$38.9K -500 -18%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$166K +$2.8K +36 +2%
William Blair & Company
46
William Blair & Company
Illinois
$159K – – –
UBS Group
47
UBS Group
Switzerland
$65.8K +$23.2K +298 +60%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$53.9K -$3.73K -48 -7%
WT
49
Whittier Trust
California
$32.9K – – –
Wells Fargo
50
Wells Fargo
California
$32.4K -$1.48K -19 -5%
1
2
3

MKC.V Hedge Fund Activity: Q3 2024 in Review

58 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2024, worth a combined $108M — up 30% from $83.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MKC.V and 4 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was Dearborn Partners, adding an estimated $9.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $2.09M sold.

  • 58 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2024, down from 61 in Q2 2024.
  • Funds reported $108M of McCormick & Company Voting stock for Q3 2024, up 30% quarter-over-quarter.
  • 4 funds opened new McCormick & Company Voting positions in Q3 2024 and 7 closed out, a net change of -3 holders.
  • The largest McCormick & Company Voting buyer in Q3 2024 was Dearborn Partners, an estimated $9.8M added.
  • The largest McCormick & Company Voting seller in Q3 2024 was AE Wealth Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2024.