We are live on ! Find out more
MKC.V icon

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
DP
1
Dearborn Partners
Illinois
$33.8M -$788K -11,935 -2%
Brown Advisory
2
Brown Advisory
Maryland
$12.8M +$7.59K +115 +0.1%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.67M +$9.38M +142,166 New
CWM
4
CIBC World Markets
New York
$9.12M +$4.77M +72,195 +118%
Morgan Stanley
5
Morgan Stanley
New York
$5.52M +$3.29M +49,856 +159%
WP
6
WMS Partners
Maryland
$2.85M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.59M +$10.5K +159 +0.4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.04M – – –
LNC
9
Lincoln National Corp
Pennsylvania
$1.76M – – –
BCM
10
Brookstone Capital Management
Illinois
$1.09M +$97.6K +1,478 +10%
GF
11
Gabelli Funds
New York
$884K – – –
IIM
12
Ipswich Investment Management
Massachusetts
$818K – – –
Cerity Partners
13
Cerity Partners
New York
$680K -$198 -3 -0%
GI
14
Gradient Investments
Minnesota
$640K – – –
BCI
15
Brinker Capital Investments
Pennsylvania
$612K – – –
OPS
16
Orion Portfolio Solutions
Nebraska
$612K – – –
WA
17
WBH Advisory
Maryland
$579K – – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$528K +$858 +13 +0.2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$473K +$356K +5,400 +347%
Truist Financial
20
Truist Financial
North Carolina
$457K – – –
RJA
21
Raymond James & Associates
Florida
$431K -$18.8K -285 -4%
WANY
22
Wealthspire Advisors (New York)
New York
$426K – – –
SC
23
Scotia Capital
Ontario, Canada
$401K -$39.6K -600 -9%
WJA
24
Willis Johnson & Associates
Texas
$371K – – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$362K -$16.5K -250 -4%
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.