Norway Savings Bank MKC McCormick & Co.

Ownership history in Norway Savings Bank  ·  29 quarters on record

AI Ownership Summary

Norway Savings Bank reported McCormick & Co. (MKC) in 29 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.15% in 2025 Q1. The latest visible filing shows MKC at 0.09% 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 Norway Savings Bank's position in McCormick & Co., 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 was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% 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
2025 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 Norway Savings Bank held MKC — position size vs. price
% of Fund (quarterly)    MKC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 4,447 +1,344 +43.3% 0.09% $224K 2026-07-08 $51.57
2025 Q4 REDUCED 16.1% -25.9% 3,103 -597 -16.1% 0.10% $211K 2026-01-08 $65.94
2025 Q3 ADDED 3,700 +5 +0.1% 0.12% $248K 2025-10-07 $63.57
2025 Q2 ADDED 3,695 +527 +16.6% 0.14% $280K 2025-07-02 $73.72
2025 Q1 ADDED 3,168 +2,931 +1236.7% 0.15% $261K 2025-04-22 $72.93
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Norway Savings Bank and MKC

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

How long has Norway Savings Bank reported owning MKC?

Norway Savings Bank reported MKC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported MKC position in Norway Savings Bank's portfolio?

The largest reported portfolio weight for MKC was 0.15% in 2025 Q1.

What is the latest reported MKC position on this page?

The most recent filing on this page is 2026 Q2, when Norway Savings Bank reported 4,447 shares, equal to 0.09% of portfolio, with an estimated market value of $224K.

What does the chart on this MKC ownership page compare?

The chart compares Norway Savings Bank'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.

How well did Norway Savings Bank time their MKC position?

Based on 13F filing dates vs. subsequent MKC price moves, Norway Savings Bank correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on MKC relative to SPY over the holding period was -9.6%.

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