Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MCCORMICK & CO INC (MKC)

946 + Investors. Track Smart Money conviction in MKC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — MKC

Based on 925 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MKC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
925 hedge funds hold MKC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MKC is almost the same as a year ago (-29 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

411 buying516 selling
Last quarter: 516 funds reduced or exited vs 411 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+51 vs last Q)

new funds entering per quarter
Funds opening a new MKC position: 106 → 99 → 76 → 127. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 15% medium ■ 13% new
664 out of 925 hedge funds have held MKC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~127 new funds/quarter

102 → 106 → 99 → 76 → 127 new funds/Q
New funds entering each quarter: 106 → 99 → 76 → 127. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 9% 1-2yr ■ 17% new
Of 946 current holders: 699 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
42 of 925 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in MKC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MKC

How many hedge funds hold MKC — quarterly history vs. share price
Quarterly hedge fund ownership of MKC vs. share price

Market Analysis: MKC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MKC

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

97 top-rated funds 6 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: MKC
2026 Q1 Stats Unlock in 22 days 946 + Investors

Track Smart Money conviction in MKC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 946 936 1.07%
13F Shares 228M 221M 3.42%
Total Value $15.40B $14.69B 4.82%
New Positions 127 76 +51
Increased Positions 313 344 -31
Closed Positions 111 130 -19
Reduced Positions 445 436 +9
Total Calls 13 16 -18.75%
Total Puts 15 17 -11.76%
PUT/CALL Ratio 1.15 1.06 Neutral

Statistics: MKC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

946 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MKC. Verified SEC 13F-HR filings.

Top 25 institutional holders of MKC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Martin Capital Partners, LLC 2.39% 127,314 $6K
2 BRIGHT ROCK CAPITAL MANAGEMENT, LLC 2.29% 230,000 $11.6M
3 SPRING CAPITAL MANAGEMENT, LLC 1.66% 65,088 $3.3M
4 DLK Investment Management, LLC 1.43% 71,679 $3.6M
5 HALL LAURIE J TRUSTEE 1.17% 65,818 $3.3M
6 FINANCIAL CONSULATE, INC 1.15% 183,487 $9.3M
7 Clean Yield Group 1.08% 76,012 $3.8M
8 VIKING FUND MANAGEMENT LLC 1.03% 200,000 $10.1M
9 ROFFMAN MILLER ASSOCIATES INC /PA/ 1.01% 346,027 $17.5M
10 AMI ASSET MANAGEMENT CORP 0.99% 306,237 $15.4M
11 Reynders McVeigh Capital Management, LLC 0.79% 309,347 $16K
12 DIAMANT ASSET MANAGEMENT, INC. 0.76% 1,046,630 $1.0M
13 WENDELL DAVID ASSOCIATES INC 0.72% 131,453 $7K
14 Kennon-Green & Company, LLC 0.71% 17,256 $870K
15 Cardinal Capital Management 0.69% 106,836 $5.4M
16 Rockingstone Advisors LLC 0.67% 29,162 $1.5M
17 DEPRINCE RACE & ZOLLO INC 0.66% 694,914 $35.1M
18 Covea Finance 0.65% 365,664 $18.4M
19 Bath Savings Trust Co 0.63% 116,369 $5.9M
20 Westhampton Capital, LLC 0.61% 25,850 $1.3M
21 ROCKLAND TRUST CO 0.61% 301,091 $15.2M
22 OLD REPUBLIC INTERNATIONAL CORP 0.59% 292,500 $15K
23 LETSON INVESTMENT MANAGEMENT, INC. 0.53% 27,445 $1.4M
24 Leonteq Securities AG 0.47% 252,810 $12.8M
25 Vest Financial, LLC 0.47% 778,010 $39.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MCCORMICK & CO INC (MKC)

What does the Smart Money Trend signal show for MKC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MKC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MKC?

More sellers than buyers — 44% buying: Last quarter: 516 funds reduced or exited vs 411 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MKC holders?

Elite ownership — 50% AUM from top-100 funds: 42 of 925 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in MKC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MKC?

72% of holders stayed for 2+ years: 664 out of 925 hedge funds have held MKC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.