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McCormick & Company Non-Voting
MKC

1,010 hedge funds and large institutions have $17.7B invested in McCormick & Company Non-Voting in 2024 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 355 increasing their positions, 358 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 52

16% more capital invested

Capital invested by funds: $15.2B → $17.7B (+$2.47B)

7% more funds holding

Funds holding: 943 → 1,010 (+67)

0.12% more ownership

Funds ownership: 85.28% → 85.4% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 358

34% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $149M

Holders
1,010
Holders Change
+67
Holders Change %
+7.1%
% of All Funds
14.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
127
Increased
355
Reduced
358
Closed
52
Calls
$98.6M
Puts
$149M
Net Calls
-$50.6M
Net Calls Change
-$61.8M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$174M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$138M
3
State Street
State Street
Massachusetts
+$86.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$58M
5
SAM
Scopus Asset Management
New York
+$57.7M

Top Sellers

Rank Fund Capital Flow
1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$649M
2
FIS
Fundsmith Investment Services
Mauritius
-$166M
3
Franklin Resources
Franklin Resources
California
-$78.4M
4
CIP
Champlain Investment Partners
Vermont
-$59M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$51.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
976
Fortitude Family Office
Arizona
$2.72K – – –
FCM
977
Fourpath Capital Management
Oklahoma
$2.63K +$2.49K +32 New
SFA
978
Semmax Financial Advisors
North Carolina
$2.6K – – –
RTL
979
Red Tortoise LLC
Georgia
$2.47K – – –
WOC
980
West Oak Capital
California
$2.47K – – –
TCA
981
Trifecta Capital Advisors
Illinois
$2.14K – – –
DPW
982
DiNuzzo Private Wealth
Pennsylvania
$1.98K +$312 +4 +20%
IBOK
983
Independence Bank of Kentucky
Kentucky
$1.89K – – –
BSB
984
Bangor Savings Bank
Maine
$1.89K +$1.79K +23 New
CPA
985
Clear Point Advisors
New York
$1.81K -$10.9K -140 -86%
SIC
986
SJS Investment Consulting
Ohio
$1.73K +$156 +2 +11%
TAM
987
Tucker Asset Management
Colorado
$1.73K – – –
RS
988
Rakuten Securities
Japan
$1.73K +$156 +2 +11%
VWM
989
Valley Wealth Managers
New Jersey
$1.65K – – –
BCMLT
990
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.56K – – –
CAM
991
Creekmur Asset Management
Illinois
$1.32K – – –
GSEP
992
Golden State Equity Partners
California
$1.32K +$1.25K +16 New
CSC
993
Caldwell Sutter Capital
California
$1.24K – – –
SIS
994
Sound Income Strategies
Florida
$1.15K -$7.79K -100 -88%
IAIM
995
International Assets Investment Management
Florida
$1.12K +$7.06M +90,632 +7,351%
TFA
996
Transamerica Financial Advisors
Florida
$1K – – –
PCM
997
Penserra Capital Management
California
$1K +$234 +3 +14%
AW
998
Avion Wealth
Texas
$1K +$546 +7 +41%
RTC
999
Riverview Trust Company
Washington
$741 +$702 +9 New
TWD
1000
True Wealth Design
Ohio
$659 +$156 +2 +33%
38 39
40
41 42

MKC Hedge Fund Activity: Q3 2024 in Review

1,010 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q3 2024, worth a combined $17.7B — up 16% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new MKC positions and 52 closed out — a net gain of 75 holders — while 355 added to existing stakes and 358 trimmed.

The largest buyer was DZ Bank, adding an estimated $174M. The largest seller was Fundsmith LLP, cutting an estimated $649M.

  • 1,010 institutional investors held McCormick & Company Non-Voting (MKC) as of Q3 2024, up from 943 in Q2 2024.
  • Funds reported $17.7B of McCormick & Company Non-Voting stock for Q3 2024, up 16% quarter-over-quarter.
  • 127 funds opened new McCormick & Company Non-Voting positions in Q3 2024 and 52 closed out, a net change of +75 holders.
  • The largest McCormick & Company Non-Voting buyer in Q3 2024 was DZ Bank, an estimated $174M added.
  • The largest McCormick & Company Non-Voting seller in Q3 2024 was Fundsmith LLP, an estimated $649M sold.

Based on aggregated 13F filings for Q3 2024.