HolderBook

MCCORMICK & CO INC (MKC)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

45
Reporting holders
$44.2M
Reported value
0.0%
Calls
0.0%
Puts
-910
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ROCKLAND TRUST CO$18.3M393,4140.70%6q+6.2%+$1.1M
Sound Income Strategies, LLC$5.2M112,3190.23%newNEW
DLK Investment Management, LLC$3.8M81,5251.38%12q+8.5%+$295.5K
SPRING CAPITAL MANAGEMENT, LLC$3.3M72,0611.60%20q+2.8%+$90.9K
Martin Capital Partners, LLC$3.3M71,2781.18%4q+2.8%+$90.6K
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2M25,0870.10%20q+335.0%+$896.4K
Ridgewood Investments LLC$1.1M22,9460.39%3q+14.0%+$130.8K
Investors Research Corp$1.0M22,5500.18%2q-1.3%-$13.9K
YHB Investment Advisors, Inc.$662.3K14,2730.04%32q-10.9%-$81.2K
TOTH FINANCIAL ADVISORY CORP$606.4K13,0690.06%32q-1.8%-$11.0K
Canandaigua National Trust Co of Florida$599.8K12,9260.33%newNEW
Bath Savings Trust Co$571.8K12,3230.06%32q-41.5%-$406.0K
ANB BANK$420.2K9,0550.15%8qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$405.6K8,7410.00%16qHELD
GAMMA Investing LLC$388.6K8,3750.01%12q+40.5%+$112.0K
Partnership Wealth Management, LLC$371.2K8,0000.26%12qHELD
Nautilus Advisors LLC$366.8K7,9060.22%8qHELD
RIVERSEDGE ADVISORS, LLC$337.6K7,2750.04%2q+56.3%+$121.6K
ARMSTRONG HENRY H ASSOCIATES INC$315.4K6,7980.03%32q-6.9%-$23.4K
Farther Finance Advisors, LLC$266.6K5,7450.00%16q+40.8%+$77.2K
Kennon-Green & Company, LLC$262.3K5,6530.20%11q-48.0%-$241.7K
Wedmont Private Capital$224.5K4,8860.01%newNEW
Hummer Financial Advisory Services Inc$222.7K4,8000.15%28qHELD
Dorato Capital Management$207.6K4,5880.14%4q+5.4%+$10.6K
PARK NATIONAL CORP /OH/$205.1K4,4210.01%7q-14.9%-$36.1K
Bank of New Hampshire$109.0K2,3500.02%20qHELD
Bullock Wealth Management Group$88.2K1,9980.04%11q+0.6%
CoreCap Advisors, LLC$80.7K1,7380.00%9q+16.4%+$11.4K
AMERICAN NATIONAL BANK & TRUST$57.6K1,2420.01%7q-34.6%-$30.4K
GK Wealth Management LLC$57.3K1,2350.03%newNEW
EASTERN BANK$49.0K1,0570.00%9q+39.6%+$13.9K
Wealth Enhancement Trust Services, Inc.$36.7K7900.00%4q-58.2%-$51.1K
MassMutual Private Wealth & Trust, FSB$31.5K6780.00%19q-5.2%-$1.7K
Byrne Asset Management LLC$26.5K6000.01%2qHELD
Trust Co$17.0K3660.00%newNEW
ELEVATION WEALTH PARTNERS, LLC$15.5K3340.00%15qHELD
Bangor Savings Bank$10.7K2300.00%2qHELD
Versant Capital Management, Inc$7.7K1660.00%32q-4.0%
Hickory Point Bank & Trust$6.5K1400.00%3qHELD
Grove Bank & Trust$4.7K1020.00%9q-61.9%-$7.7K
Mn Services Vermogensbeheer B.V.$3.4K73,0890.03%31qHELD
Marquette Asset Management, LLC$3.2K690.00%2q+16.9%
GILPIN WEALTH MANAGEMENT, LLC$2.5K530.00%newNEW
JACOBS & CO/CA$1.9K40,4530.16%32q-23.9%
Planning Strategies Inc.$1.3K280.00%2q+3.7%
ARMSTRONG ADVISORY GROUP, INC$1.2K260.00%5qHELD
MJT & Associates Financial Advisory Group, Inc.$1.0K220.00%7qHELD
CX Institutional$1563,3720.00%7q+16.6%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1213D/ALawrence E. Kurzius INDIVIDUAL9.9%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-282026-09-24Auditor changedfiling
2026-08-282026-08-25Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-08-10Kurzius Lawrence Erik10% ownerSold205,538$10.8M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202645$44.2M953,238615120.0%
Q2 2026955$13.5B266,395,7081363263212.0%
Q1 2026958$11.9B231,730,0891193103151.5%
Q4 2025996$16.4B238,032,260862594081.1%
Q3 2025974$15.4B227,210,902663023701.1%
Q2 20251,037$16.9B220,724,768913333590.9%
Q1 20251,039$18.6B224,177,420983433611.0%
Q4 20241,031$16.8B217,989,552723183400.8%
Q3 20241,018$18.0B216,260,5761213203241.4%
Q2 2024949$15.5B215,892,567772803291.3%
Q1 2024954$17.5B225,346,197863203211.1%
Q4 2023958$15.2B219,243,265843033481.0%
Q3 2023935$16.2B213,376,568642433240.4%
Q2 2023970$18.7B210,757,579742393571.7%
Q1 2023950$18.2B217,314,269932963120.8%
Q4 2022935$17.8B214,403,020812762870.2%
Q3 2022906$15.5B215,896,214522842950.4%
Q2 2022955$17.7B211,448,534522923040.4%
Q1 2022999$20.7B206,474,831952833220.7%
Q4 2021977$20.4B209,733,752952953010.7%
Q3 2021921$16.5B203,516,207603132910.3%
Q2 2021947$17.8B200,959,908713092980.3%
Q1 2021960$18.0B201,813,418753143130.4%
Q4 2020961$19.4B201,817,25264813240.5%
Q3 2020928$19.9B101,503,234952523301.0%
Q2 2020883$18.4B101,606,6931212492971.0%
Q1 2020828$14.6B102,600,270622493220.6%
Q4 2019893$18.1B105,996,419682392910.6%
Q3 2019845$16.9B107,075,428672552770.9%
Q2 2019846$17.0B108,124,825642383071.2%
Q1 2019855$16.3B107,052,185722792901.1%
Q4 2018859$15.3B108,810,2291222150.9%