MKC MCCORMICK & CO INC

Ownership history in SL ADVISORS, LLC  ·  38 quarters on record

AI Ownership Summary

SL ADVISORS, LLC reported MCCORMICK & CO INC (MKC) in 38 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.6% in 2024 Q1. The latest visible filing shows MKC at 0.44% 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 SL ADVISORS, LLC'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
2025 Q3

MKC was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 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.

How SL ADVISORS, LLC held MKC — position size vs. price
% of Fund (quarterly)    MKC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,323 -15 -0.4% 0.44% $222K 2025-10-20 $67.28
2025 Q2 UNCHANGED 3,338 0% 0.46% $253K 2025-07-22 $71.50
2025 Q1 REDUCED 3,338 -228 -6.4% 0.48% $275K 2025-04-29 $74.53
2024 Q4 REDUCED 3,566 -146 -3.9% 0.45% $272K 2025-01-08 $72.62
2024 Q3 REDUCED 3,712 -154 -4.0% 0.55% $305K 2024-10-08 $77.15
2024 Q2 REDUCED 3,866 -129 -3.2% 0.54% $274K 2024-08-14 $75.14
2024 Q1 ADDED 3,995 +48 +1.2% 0.60% $307K 2024-05-13 $72.56
2023 Q4 REDUCED 3,947 -463 -10.5% 0.58% $270K 2024-01-09 $64.44
2023 Q3 UNCHANGED 4,410 0% 0.45% $334K 2023-11-13 $61.65
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SL ADVISORS, LLC and MKC

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

How long has SL ADVISORS, LLC reported owning MKC?

SL ADVISORS, LLC reported MKC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MKC position in SL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MKC was 0.60% in 2024 Q1.

What is the latest reported MKC position on this page?

The most recent filing on this page is 2025 Q3, when SL ADVISORS, LLC reported 3,323 shares, equal to 0.44% of portfolio, with an estimated market value of $222K.

What does the chart on this MKC ownership page compare?

The chart compares SL ADVISORS, LLC'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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