MCCORMICK & CO INC MKC.V
COM VTG · Common Stock · CUSIP 579780107
Spice, herb, and flavoring manufacturing company headquartered in Sparks, Maryland
- SectorConsumer staples
- IndustryMiscellaneous Food Preparations & Kindred Products
- HeadquartersHunt Valley, MD
- Founded1669
- Websitemccormickcorporation.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $76.00. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 50 |
| Q4 2022 | 56 |
| Q1 2023 | 55 |
| Q2 2023 | 55 |
| Q3 2023 | 55 |
| Q4 2023 | 58 |
| Q1 2024 | 62 |
| Q2 2024 | 63 |
| Q3 2024 | 60 |
| Q4 2024 | 67 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 10 | 18 |
| Q2 2023 | 11 | 14 |
| Q3 2023 | 6 | 18 |
| Q4 2023 | 14 | 13 |
| Q1 2024 | 11 | 19 |
| Q2 2024 | 10 | 17 |
| Q3 2024 | 19 | 15 |
| Q4 2024 | 21 | 18 |
Biggest buyers
| Focus Partners Wealth | Added | +143.2k |
| Wellington Wealth Strategies, LLC. | New | +21.1k |
| EVERMAY WEALTH MANAGEMENT LLC | New | +20.1k |
| CIBC WORLD MARKETS CORP | Added | +13.0k |
| CITADEL ADVISORS LLC | New | +5.8k |
| FIRST TRUST ADVISORS LP | New | +4.5k |
| BROWN ADVISORY INC | Added | +3.6k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +3.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +2.6k |
| DEARBORN PARTNERS LLC | Added | +2.5k |
Biggest sellers
| FINANCIAL COUNSELORS INC | Sold out | -9.0k |
| Arbor Investment Advisors, LLC | Reduced | -6.3k |
| Cambridge Investment Research Advisors, Inc. | Sold out | -3.5k |
| Janney Montgomery Scott LLC | Sold out | -2.8k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sold out | -2.5k |
| Delos Wealth Advisors, LLC | Reduced | -2.5k |
| OSAIC HOLDINGS, INC. | Reduced | -1.4k |
| LPL Financial LLC | Reduced | -998 |
| GTS SECURITIES LLC | Reduced | -846 |
| MORGAN STANLEY | Reduced | -578 |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 1 | $375.0k | — |
| Q2 2023 | 0 | — | 1 | $3.6m | — |
| Q3 2023 | 0 | — | 3 | $1.4m | — |
| Q4 2023 | 0 | — | 1 | $128.7k | — |
| Q1 2024 | 0 | — | 2 | $865.0k | — |
| Q2 2024 | 0 | — | 3 | $7.7m | — |
| Q3 2024 | 0 | — | 2 | $2.6m | — |
| Q4 2024 | 0 | — | 2 | $1.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-11 | Tapiero Jacques Director | Sold | $386.7k5.0k shares |
| 2024-11-06 | MANGAN MICHAEL D Director | Sold | $395.0k5.0k shares |
| 2024-11-04 | Tapiero Jacques Director | Sold | $391.6k5.0k shares |
| 2024-11-01 | MANGAN MICHAEL D Director | Sold | $392.5k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| DEARBORN PARTNERS LLC 1.65% of their portfolio | 515.3k $39.3m | Added +2.5k |
| Focus Partners Wealth 0.03% of their portfolio | 285.3k $21.6m | Added +143.2k |
| BROWN ADVISORY INC 0.02% of their portfolio | 192.4k $14.6m | Added +3.6k |
| CIBC WORLD MARKETS CORP 0.04% of their portfolio | 98.9k $7.5m | Added +13.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 40.1k $3.0m | Added +2.6k |
| MORGAN STANLEY 0.00% of their portfolio | 38.9k $3.0m | Reduced -578 |
| WMS Partners, LLC 0.16% of their portfolio | 36.7k $2.8m | Unchanged |
| Evelyn Partners Investment Management Services Ltd 0.48% of their portfolio | 36.2k $2.7m | First filing |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 30.4k $2.3m | Added +3.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 24.6k $1.9m | Reduced -1.4k |
| Wellington Wealth Strategies, LLC. 1.49% of their portfolio | 21.1k $1.6m | New |
| EVERMAY WEALTH MANAGEMENT LLC 0.23% of their portfolio | 20.1k $1.5m | New |
| Brookstone Capital Management 0.02% of their portfolio | 15.9k $1.2m | Reduced -189 |
| Arbor Investment Advisors, LLC 0.14% of their portfolio | 13.2k $999.8k | Reduced -6.3k |
| GABELLI FUNDS LLC 0.01% of their portfolio | 13.0k $985.4k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 12.3k $933.3k | Reduced -998 |
| Cerity Partners LLC 0.00% of their portfolio | 10.1k $767.2k | Added +122 |
| WBH ADVISORY INC 0.06% of their portfolio | 8.5k $645.2k | Unchanged |
| Baird Financial Group, Inc. 0.00% of their portfolio | 8.0k $605.6k | Unchanged |
| Wealthspire Advisors, LLC 0.00% of their portfolio | 6.3k $475.3k | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 6.3k $472.3k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 6.1k $460.0k | Unchanged |
| SCOTIA CAPITAL INC. 0.00% of their portfolio | 5.9k $447.5k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 5.8k $438.8k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 5.7k $433.1k | First filing |
| Willis Johnson & Associates, Inc. 0.03% of their portfolio | 5.5k $414.0k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 4.9k $373.3k | Unchanged |
| GTS SECURITIES LLC 0.02% of their portfolio | 4.8k $364.3k | Reduced -846 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.6k $348.7k | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 4.5k $343.6k | New |
| GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio | 4.5k $341.1k | Unchanged |
| Florida Trust Wealth Management Co 0.01% of their portfolio | 4.4k $331.1k | Unchanged |
| ABC ARBITRAGE SA 0.04% of their portfolio | 4.1k $310.6k | First filing |
| Wilmington Savings Fund Society, FSB 0.01% of their portfolio | 4.0k $303.2k | Unchanged |
| TOWER BRIDGE ADVISORS 0.03% of their portfolio | 4.0k $303.2k | Unchanged |
| Rathbones Group PLC 0.00% of their portfolio | 4.0k $303.2k | Unchanged |
| Westend Capital Management, LLC 0.08% of their portfolio | 3.5k $267.1k | Unchanged |
| Verdence Capital Advisors LLC 0.02% of their portfolio | 3.3k $253.6k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 3.3k $247.5k | Added +1.2k |
| CULBERTSON A N & CO INC 0.04% of their portfolio | 3.2k $242.8k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 3.0k $225.9k | Added +15 |
| Chevy Chase Trust Holdings, LLC 0.00% of their portfolio | 3.0k $224.0k | Unchanged |
| Ipswich Investment Management Co., Inc. 0.05% of their portfolio | 2.8k $215.7k | Reduced -200 |
| Cresset Asset Management, LLC 0.00% of their portfolio | 2.7k $204.6k | Unchanged |
| Sandy Spring Bank 0.01% of their portfolio | 2.2k $168.9k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 2.2k $167.4k | Added +1.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.2k $164.0k | Reduced -500 |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 1.9k $145.6k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 391 $29.6k | Reduced -258 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 341 $25.8k | New |
| Glass Jacobson Investment Advisors llc 0.01% of their portfolio | 337 $25.5k | Unchanged |
| HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio | 300 $22.7k | Added +132 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 227 $17.2k | New |
| Delos Wealth Advisors, LLC 0.01% of their portfolio | 210 $15.9k | Reduced -2.5k |
| AE Wealth Management LLC 0.00% of their portfolio | 198 $15.0k | New |
| Coppell Advisory Solutions LLC 0.00% of their portfolio | 189 $14.2k | Reduced -34 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 187 $14.2k | Reduced -206 |
| BOK Financial Private Wealth, Inc. 0.00% of their portfolio | 180 $13.7k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 78 $5.9k | New |
| WHITTIER TRUST CO 0.00% of their portfolio | 73 $5.5k | Reduced -326 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 40 $3.0k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 30 $2.3k | Unchanged |
| NewSquare Capital LLC 0.00% of their portfolio | 19 $1.4k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 13 $986 | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 1 $76 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 0 $0 | Unchanged |