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McCormick & Company Non-Voting
MKC

1,031 hedge funds and large institutions have $18.3B invested in McCormick & Company Non-Voting in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 390 increasing their positions, 379 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

23% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 93

7% more capital invested

Capital invested by funds: $17.1B → $18.3B (+$1.16B)

1.35% more ownership

Funds ownership: 86.45% → 87.8% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 379

1% more funds holding

Funds holding: 1,025 → 1,031 (+6)

9% less call options, than puts

Call options by funds: $92.1M | Put options by funds: $101M

Holders
1,031
Holders Change
+6
Holders Change %
+0.59%
% of All Funds
13.82%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
114
Increased
390
Reduced
379
Closed
93
Calls
$92.1M
Puts
$101M
Net Calls
-$9.31M
Net Calls Change
-$20.5M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$133M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$115M
3
ICP
Ilex Capital Partners
United Kingdom
+$88.4M
4
Franklin Resources
Franklin Resources
California
+$85.6M
5
Bank of America
Bank of America
North Carolina
+$76M

Top Sellers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
-$118M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$116M
3
ECM
ExodusPoint Capital Management
New York
-$56.4M
4
CIP
Champlain Investment Partners
Vermont
-$53.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1001
Trifecta Capital Advisors
Illinois
$2.14K – – –
AW
1002
Avion Wealth
Texas
$2K – – –
IBOK
1003
Independence Bank of Kentucky
Kentucky
$1.89K – – –
GFPC
1004
Global Financial Private Client
Florida
$1.89K +$1.25K +16 +229%
TCM
1005
TD Capital Management
Tennessee
$1.82K – – –
RS
1006
Rakuten Securities
Japan
$1.81K +$78 +1 +5%
BWM
1007
Bernard Wealth Management
Michigan
$1.65K – – –
VWM
1008
Valley Wealth Managers
New Jersey
$1.65K – – –
CIAM
1009
Caitong International Asset Management
Hong Kong
$1.65K +$1.57K +20 New
NC
1010
NewSquare Capital
Pennsylvania
$1.15K +$1.1K +14 New
CMP
1011
Coston McIsaac & Partners
Maine
$1K – – –
TFA
1012
Transamerica Financial Advisors
Florida
$1K – – –
RWM
1013
Rialto Wealth Management
New York
$988 +$940 +12 New
CPG
1014
Cornerstone Planning Group
New Jersey
$919 +$313 +4 +50%
WCM
1015
WealthTrak Capital Management
Virginia
$824 – – –
WA
1016
WestEnd Advisors
North Carolina
$741 +$470 +6 +200%
HWP
1017
Highline Wealth Partners
California
$658 +$627 +8 New
WPA
1018
Wealth Preservation Advisors
Tennessee
$658 +$627 +8 New
WW
1019
Winnow Wealth
Texas
$618 +$157 +2 +33%
NL
1020
NVWM LLC
Pennsylvania
$576 – – –
CA
1021
Crewe Advisors
Utah
$494 – – –
IHWM
1022
Iron Horse Wealth Management
Iowa
$494 +$470 +6 New
PWM
1023
Parkworth Wealth Management
California
$412 – – –
WWM
1024
Wolff Wiese Magana
California
$412 – – –
BHWM
1025
Bay Harbor Wealth Management
Maryland
$411 +$392 +5 New
39 40
41
42 43

MKC Hedge Fund Activity: Q1 2025 in Review

1,031 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q1 2025, worth a combined $18.3B — up 6.8% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new MKC positions and 93 closed out — a net gain of 21 holders — while 390 added to existing stakes and 379 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $133M. The largest seller was DZ Bank, cutting an estimated $118M.

  • 1,031 institutional investors held McCormick & Company Non-Voting (MKC) as of Q1 2025, up from 1,025 in Q4 2024.
  • Funds reported $18.3B of McCormick & Company Non-Voting stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 114 funds opened new McCormick & Company Non-Voting positions in Q1 2025 and 93 closed out, a net change of +21 holders.
  • The largest McCormick & Company Non-Voting buyer in Q1 2025 was ClearBridge Investments, an estimated $133M added.
  • The largest McCormick & Company Non-Voting seller in Q1 2025 was DZ Bank, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2025.