Westwood Advisors, L.L.C. MKC — Mc Cormick & Co Nv COM

Ownership history in Westwood Advisors, L.L.C.  ·  6 quarters on record

AI Ownership Summary

Westwood Advisors, L.L.C. reported Mc Cormick & Co Nv COM (MKC) in 6 quarterly 13F filings .

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 Westwood Advisors, L.L.C.'s position in Mc Cormick & Co Nv COM, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
6 quarters

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 Westwood Advisors, L.L.C. fund profile Westwood Advisors, L.L.C. full holdings
How Westwood Advisors, L.L.C. 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MKC

As of 2026 Q1 — sorted by position size

REIK & CO., LLC 3Y 7Y 5.95% Martin Capital Partners, LLC 3Y 7Y 2.39% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 2.29% Savoir Faire Capital Management, L.P. 1.9% SPRING CAPITAL MANAGEMENT, LLC 3Y 1.66% Van Cleef Asset Management,Inc 3Y 7Y 1.63% PARK CIRCLE Co 3Y 7Y 1.52% DLK Investment Management, LLC 1.43% Aristotle Capital Management, LLC 3Y 7Y 1.34% American Trust Investment Advisors, LLC 3Y 7Y 1.2%

FAQ About Westwood Advisors, L.L.C. and MKC

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

How long has Westwood Advisors, L.L.C. reported owning MKC?

Westwood Advisors, L.L.C. reported MKC across 0 quarterly 13F filings.

What was the largest reported MKC position in Westwood Advisors, L.L.C.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for MKC in Westwood Advisors, L.L.C..

What is the latest reported MKC position on this page?

The most recent filing on this page is 2012 Q3, when Westwood Advisors, L.L.C. reported 7,100 shares, equal to 0.91% of portfolio, with an estimated market value of $440K.

What does the chart on this MKC ownership page compare?

The chart compares Westwood Advisors, L.L.C.'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 Westwood Advisors, L.L.C. time their MKC position?

Based on 13F filing dates vs. subsequent MKC price moves, Westwood Advisors, L.L.C. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MKC relative to SPY over the holding period was +51.5%.

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