MKC β€” MCCORMICK & CO INC

Ownership history in First Personal Financial Services  Β·  40 quarters on record

AI Ownership Summary

First Personal Financial Services reported MCCORMICK & CO INC (MKC) in 40 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 2.17% in 2024 Q3. The latest visible filing shows MKC at 2.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MKC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Personal Financial Services's position in MCCORMICK & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

MKC was reported at 2.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MKC stock page First Personal Financial Services fund profile First Personal Financial Services full holdings
How First Personal Financial Services held MKC β€” position size vs. price
% of Fund (quarterly)    MKC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 124,690 -2,740 -2.2% 2.17% $10.3M 2024-11-14 (Est.) $72.58
2024 Q2 ADDED 127,430 +18,304 +16.8% 2.04% $9.0M 2024-07-30 $74.09
2024 Q1 ADDED 109,126 +3,022 +2.8% 1.94% $8.4M 2024-04-26 $72.55
2023 Q4 REDUCED 106,104 -6,644 -5.9% 1.77% $7.3M 2024-01-29 $65.34
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MKC

As of 2025 Q4 β€” sorted by position size

REIK & CO., LLC 3Y 7Y 8.04% Darwins River Capital, LP 6.98% Ilex Capital Partners (UK) LLP 6.15% SPRING CAPITAL MANAGEMENT, LLC 3Y 2.29% Night Squared LP 2.27% Van Cleef Asset Management,Inc 3Y 7Y 1.97% Savoir Faire Capital Management, L.P. 1.97% Kensington Investment Counsel, LLC 3Y 1.94% DLK Investment Management, LLC 1.72% FINANCIAL CONSULATE, INC 3Y 7Y 1.71%

FAQ About First Personal Financial Services and MKC

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Personal Financial Services reported owning MKC?

First Personal Financial Services reported MKC across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported MKC position in First Personal Financial Services's portfolio?

The largest reported portfolio weight for MKC was 2.17% in 2024 Q3.

What is the latest reported MKC position on this page?

The most recent filing on this page is 2024 Q3, when First Personal Financial Services reported 124,690 shares, equal to 2.17% of portfolio, with an estimated market value of $10.3M.

What does the chart on this MKC ownership page compare?

The chart compares First Personal Financial Services's quarterly MKC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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