SC&H Financial Advisors, Inc. MKC/V — MCCORMICK & CO INC

Ownership history in SC&H Financial Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

SC&H Financial Advisors, Inc. reported MCCORMICK & CO INC (MKC/V) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows MKC/V at 0.04% 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 SC&H Financial Advisors, Inc.'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
2026 Q1

MKC/V was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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/V stock page SC&H Financial Advisors, Inc. fund profile SC&H Financial Advisors, Inc. full holdings
How SC&H Financial Advisors, Inc. held MKC/V — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,376 — 0% 0.04% $271K 2026-04-23 $51.08
2025 Q4 UNCHANGED — — — 5,376 — 0% 0.06% $366K 2026-01-21 $65.71
2025 Q3 REDUCED — — — 5,376 -620 -10.3% 0.06% $359K 2025-10-21 $66.07
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MKC/V

As of 2026 Q1 — sorted by position size

DEARBORN PARTNERS LLC 3Y 7Y 0.99% Kennon-Green & Company, LLC 3Y 0.18% Evelyn Partners Investment Management Services Ltd 0.17% EVERMAY WEALTH MANAGEMENT LLC 3Y 7Y 0.11% FLOW TRADERS U.S. LLC 3Y 7Y 0.1% Arbor Investment Advisors, LLC 3Y 7Y 0.07% Ethic Inc. 3Y 0.06% Wealthspire Advisors, LLC 3Y 7Y 0.06% ABC ARBITRAGE SA 0.04% WBH ADVISORY INC 3Y 7Y 0.03%

FAQ About SC&H Financial Advisors, Inc. 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 SC&H Financial Advisors, Inc. reported owning MKC/V?

SC&H Financial Advisors, Inc. reported MKC/V across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MKC/V position in SC&H Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for MKC/V was 0.06% in 2025 Q3.

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

The most recent filing on this page is 2026 Q1, when SC&H Financial Advisors, Inc. reported 5,376 shares, equal to 0.04% of portfolio, with an estimated market value of $271K.

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

The chart compares SC&H Financial Advisors, Inc.'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.

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