Florida Trust Wealth Management Co MKC/V MCCORMICK & CO INC CL V

Ownership history in Florida Trust Wealth Management Co  ·  11 quarters on record

AI Ownership Summary

Florida Trust Wealth Management Co reported MCCORMICK & CO INC CL V (MKC/V) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows MKC/V at 0.01% 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/V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Florida Trust Wealth Management Co's position in MCCORMICK & CO INC CL V, 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
2026 Q2

MKC/V was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How Florida Trust Wealth Management Co held MKC/V — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 4,368 0% 0.01% $221K 2026-07-27 $50.79
2026 Q1 UNCHANGED 4,368 0% 0.01% $220K 2026-05-15 $50.79
2025 Q4 UNCHANGED 4,368 0% 0.01% $297K 2026-01-20 $66.86
2025 Q3 UNCHANGED 4,368 0% 0.01% $291K 2025-10-29 $62.79
2025 Q2 UNCHANGED 4,368 0% 0.01% $330K 2025-08-13 $69.01
2025 Q1 UNCHANGED 4,368 0% 0.01% $358K 2025-04-15 $72.59
2024 Q4 UNCHANGED 4,368 0% 0.01% $331K 2025-01-15 $69.02
2024 Q3 UNCHANGED 4,368 0% 0.01% $361K 2024-10-08 $76.14
2024 Q2 UNCHANGED 4,368 0% 0.01% $301K 2024-07-22 $68.76
2024 Q1 UNCHANGED 4,368 0% 0.01% $338K 2024-05-21 $70.41
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Florida Trust Wealth Management Co and MKC/V

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

How long has Florida Trust Wealth Management Co reported owning MKC/V?

Florida Trust Wealth Management Co reported MKC/V across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MKC/V position in Florida Trust Wealth Management Co's portfolio?

The largest reported portfolio weight for MKC/V was 0.01% in 2025 Q1.

What is the latest reported MKC/V position on this page?

The most recent filing on this page is 2026 Q2, when Florida Trust Wealth Management Co reported 4,368 shares, equal to 0.01% of portfolio, with an estimated market value of $221K.

What does the chart on this MKC/V ownership page compare?

The chart compares Florida Trust Wealth Management Co's quarterly MKC/V 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.

← Back to Florida Trust Wealth Management Co Holdings