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McCormick & Company Voting
MKC.V

61 hedge funds and large institutions have $106M invested in McCormick & Company Voting in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $106M → $106M (-$4.77K)

0.31% less ownership

Funds ownership: 8.66% → 8.35% (-0.31%)

6% less funds holding

Funds holding: 65 → 61 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% 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
9
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWM
HB Wealth Management
Georgia
+$2.83M
2
Morgan Stanley
Morgan Stanley
New York
+$1.29M
3
AWA
Arkadios Wealth Advisors
Georgia
+$1.23M
4
WANY
Wealthspire Advisors (New York)
New York
+$1.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$246K

Top Sellers

Rank Fund Capital Flow
1
DP
Dearborn Partners
Illinois
-$6.55M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.05M
3
CWM
CIBC World Markets
New York
-$869K
4
LPL Financial
LPL Financial
California
-$677K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
51
Harbor Investment Advisory
Maryland
$24.6K – – –
AWM
52
AE Wealth Management
Kansas
$16.2K – – –
BFPW
53
BOK Financial Private Wealth
Colorado
$14.7K – – –
NC
54
NewSquare Capital
Pennsylvania
$9.11K +$7.21K +92 +484%
Wells Fargo
55
Wells Fargo
California
$8.22K -$6.81K -87 -47%
DF
56
Dunhill Financial
United Kingdom
$7.14K +$5.56K +71 New
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$3.28K – – –
GI
58
GAMMA Investing
California
$2.46K – – –
IA
59
IFP Advisors
Florida
$1.39K +$313 +4 +31%
BCM
60
Blume Capital Management
California
$659 +$627 +8 New
AAP
61
Arax Advisory Partners
Colorado
$657 +$627 +8 New
WP
62
WMS Partners
Maryland
– -$2.79M -36,745 Closed
AA
63
ABC Arbitrage
France
– -$311K -4,097 Closed
KAS
64
Kestra Advisory Services
Texas
– -$226K -2,980 Closed
JP Morgan Chase
65
JP Morgan Chase
New York
– -$25.8K -341 Closed
TRCT
66
Tower Research Capital (TRC)
New York
– -$17.2K -227 Closed
DWA
67
Delos Wealth Advisors
Texas
– -$15.9K -210 Closed
CAS
68
Coppell Advisory Solutions
Texas
– -$14.2K -189 Closed
GWM
69
Geneos Wealth Management
Colorado
– -$5.91K -78 Closed
WT
70
Whittier Trust
California
– -$5.53K -73 Closed
1 2
3

MKC.V Hedge Fund Activity: Q1 2025 in Review

61 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2025, worth a combined $106M — down 0% from $106M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MKC.V and 6 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 9 added.

The largest buyer was HB Wealth Management, opening a new position worth an estimated $2.83M. The largest seller was Dearborn Partners, cutting an estimated $6.55M.

  • 61 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2025, down from 65 in Q4 2024.
  • Funds reported $106M of McCormick & Company Voting stock for Q1 2025, down 0% quarter-over-quarter.
  • 6 funds opened new McCormick & Company Voting positions in Q1 2025 and 9 closed out, a net change of -3 holders.
  • The largest McCormick & Company Voting buyer in Q1 2025 was HB Wealth Management, an estimated $2.83M added.
  • The largest McCormick & Company Voting seller in Q1 2025 was Dearborn Partners, an estimated $6.55M sold.

Based on aggregated 13F filings for Q1 2025.