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About 9.55% of MKC-V shares are held by financial institutions. NEWSQUARE CAPITAL LLC is the top corporate investor, holding 0 shares valued at -. A 0% stake in McCormick & Company, Incorporated is owned by the company. IPSWICH INVESTMENT MANAGEMENT CO., INC. owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Sep 30, 2025 | NEWSQUARE CAPITAL LLC | 0% | 0 | - | -74 | -100.00% |
| Sep 30, 2025 | IPSWICH INVESTMENT MANAGEMENT CO., INC. | 0% | 0 | - | -2.85K | -100.00% |
| Sep 30, 2025 | FIRST NATIONAL TRUST CO | 0% | 0 | - | -3.11K | -100.00% |
| Sep 30, 2025 | ADVISORS CAPITAL MANAGEMENT, LLC | 0% | 7.07K | 471.98K | -587 | -7.66% |
| Sep 30, 2025 | ARKADIOS WEALTH ADVISORS | 0.01% | 15.62K | 1.04M | -60 | -0.38% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0% | 0 | - | -2.8K | -100.00% |
| Sep 30, 2025 | DAVIS CAPITAL MANAGEMENT | 0% | 4 | 267 | 4 | +100.00% |
| Sep 30, 2025 | ROOT FINANCIAL PARTNERS, LLC | 0% | 14 | 934 | 14 | +100.00% |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0% | 24 | 1.6K | 0 | 0 |
| Sep 30, 2025 | GAMMA INVESTING LLC | 0% | 30 | 2K | 0 | 0 |
| Sep 30, 2025 | AE WEALTH MANAGEMENT LLC | 0% | 198 | 13.21K | 0 | 0 |
| Sep 30, 2025 | BOK FINANCIAL PRIVATE WEALTH, INC. | 0% | 180 | 11.99K | 0 | 0 |
| Sep 30, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0% | 40 | 2.67K | 0 | 0 |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 100 | 6.7K | -1 | -0.99% |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 123 | 8.05K | -25 | -16.89% |
| Sep 30, 2025 | UBS GROUP AG | 0% | 11.88K | 792.37K | 950 | +8.69% |
| Sep 30, 2025 | TD ASSET MANAGEMENT INC | 0.06% | 148.67K | 9.92M | 0 | 0 |
| Sep 30, 2025 | DEARBORN PARTNERS LLC | 0.17% | 443.29K | 29.66M | -4.09K | -0.91% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0% | 6.78K | 452.24K | 3.11K | +84.69% |
| Sep 30, 2025 | BEACON CAPITAL MANAGEMENT, INC. | 0% | 318 | 21.22K | 0 | 0 |
| Sep 30, 2025 | ATLANTIC UNION BANKSHARES CORP | 0% | 1.7K | 113.42K | 0 | 0 |
| Sep 30, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0% | 3.07K | 205.1K | 3.07K | +100.00% |
| Sep 30, 2025 | CULBERTSON A N & CO INC | 0% | 3.11K | 207.96K | -77 | -2.42% |
| Sep 30, 2025 | BLAIR WILLIAM & CO/IL | 0% | 3.12K | 208.22K | 1.2K | +62.47% |
| Sep 30, 2025 | FIRST TRUST ADVISORS LP | 0% | 7.36K | 490.93K | 3.03K | +70.01% |
| Sep 30, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.01% | 15.54K | 1.04M | -60 | -0.38% |
| Sep 30, 2025 | EVERMAY WEALTH MANAGEMENT LLC | 0.01% | 20.08K | 1.34M | 0 | 0 |
| Sep 30, 2025 | FINANCIAL CONSULATE, INC | 0% | 3.75K | 250K | 3.75K | +100.00% |
| Sep 30, 2025 | SCOTIA CAPITAL INC. | 0% | 5.84K | 389.91K | 0 | 0 |
| Sep 30, 2025 | WBH ADVISORY INC | 0% | 8.51K | 567.92K | 0 | 0 |
| Sep 30, 2025 | NATURAL INVESTMENTS, LLC | 0.01% | 27.82K | 1.86M | 27.82K | +100.00% |
| Sep 30, 2025 | EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD | 0.01% | 28.91K | 1.93M | -782 | -2.63% |
| Sep 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0% | 235 | 15.68K | 235 | +100.00% |
| Sep 30, 2025 | RATHBONES GROUP PLC | 0% | 3.75K | 250.2K | 0 | 0 |
| Sep 30, 2025 | TD WATERHOUSE CANADA INC. | 0% | 6.25K | 418.7K | 0 | 0 |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 37.46K | 2.5M | 3 | +0.01% |
| Sep 30, 2025 | HARBOR INVESTMENT ADVISORY, LLC | 0% | 244 | 16.28K | 0 | 0 |
| Sep 30, 2025 | WILLIS JOHNSON & ASSOCIATES, INC. | 0% | 5.46K | 364.43K | 0 | 0 |
| Sep 30, 2025 | CWM, LLC | 0% | 5.22K | 348K | 0 | 0 |
| Sep 30, 2025 | BRYN MAWR TRUST CO | 0% | 4K | 266.88K | 0 | 0 |
| Sep 30, 2025 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0% | 337 | 22.49K | 0 | 0 |
| Sep 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0% | 4.2K | 280.22K | -300 | -6.67% |
| Sep 30, 2025 | SANIBEL CAPTIVA TRUST COMPANY, INC. | 0% | 4.37K | 291.43K | 0 | 0 |
| Sep 30, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.01% | 31.34K | 2.09M | 11.01K | +54.16% |
| Sep 30, 2025 | HB WEALTH MANAGEMENT, LLC | 0.01% | 36.63K | 2.44M | -245 | -0.66% |
| Sep 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0% | 4.31K | 287.56K | -3.68K | -46.06% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 4.8K | 320.26K | -125 | -2.54% |
| Sep 30, 2025 | SC&H FINANCIAL ADVISORS, INC. | 0% | 5.38K | 358.69K | 5.38K | +100.00% |
| Sep 30, 2025 | GABELLI FUNDS LLC | 0% | 13K | 867.36K | 0 | 0 |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 1.7K | 113.36K | -1.31K | -43.55% |
| Sep 30, 2025 | ARBOR INVESTMENT ADVISORS, LLC | 0.01% | 17.37K | 1.16M | 6.06K | +53.62% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 27.19K | 1.81M | -95 | -0.35% |
| Sep 30, 2025 | TOWER BRIDGE ADVISORS | 0% | 4K | 266.88K | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0% | 3.17K | 211K | -2.51K | -44.27% |
| Sep 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0% | 2.32K | 154.86K | 2.32K | +100.00% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0% | 10.09K | 673.34K | 86 | +0.86% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0% | 4.48K | 298.43K | -296 | -6.19% |
| Sep 30, 2025 | DELOS WEALTH ADVISORS, LLC | 0% | 210 | 14.01K | 0 | 0 |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 4.6K | 306.91K | 0 | 0 |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0% | 4.7K | 313.52K | 321 | +7.33% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.02% | 42.24K | 2.82M | 1.02K | +2.48% |
| Sep 30, 2025 | MORGAN STANLEY | 0.02% | 42.7K | 2.85M | -25.2K | -37.11% |
| Sep 30, 2025 | COLONY GROUP, LLC | 0.05% | 130.56K | 8.71M | -1.1K | -0.84% |
| Sep 30, 2025 | BROWN ADVISORY INC | 0.07% | 192.26K | 12.83M | -140 | -0.07% |
| Jun 30, 2025 | EVERMAY WEALTH MANAGEMENT LLC | 0.01% | 20.08K | 1.52M | 0 | 0 |
| Jun 30, 2025 | BEACON CAPITAL MANAGEMENT, INC. | 0% | 318 | 24.01K | 318 | +100.00% |
| Jun 30, 2025 | EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD | 0.01% | 22.59K | 2.24M | 21.48K | +1,926.10% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 37.45K | 2.83M | 26.25K | +234.39% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0% | 3.67K | 277.12K | 0 | 0 |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0% | 4.38K | 330.58M | -497 | -10.19% |
| Jun 30, 2025 | MORGAN STANLEY | 0.03% | 67.9K | 5.13B | 12.43K | +22.42% |
| Jun 30, 2025 | TOWER BRIDGE ADVISORS | 0% | 4K | 302.04K | 0 | 0 |
| Jun 30, 2025 | ATLANTIC UNION BANKSHARES CORP | 0% | 1.7K | 128.37K | 1.7K | +100.00% |
| Jun 30, 2025 | BLAIR WILLIAM & CO/IL | 0% | 1.92K | 145.04K | 0 | 0 |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0% | 2.8K | 211.43K | 2.8K | +100.00% |
| Jun 30, 2025 | HB WEALTH MANAGEMENT, LLC | 0.01% | 36.88K | 2.78M | 712 | +1.97% |
| Jun 30, 2025 | AE WEALTH MANAGEMENT LLC | 0% | 198 | 14.95K | 0 | 0 |
| Jun 30, 2025 | HARBOR INVESTMENT ADVISORY, LLC | 0% | 244 | 18.42K | -56 | -18.67% |
| Jun 30, 2025 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0% | 337 | 25.45K | 0 | 0 |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 668 | 50.44K | 668 | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 714 | 53.91K | -5K | -87.50% |
| Jun 30, 2025 | IPSWICH INVESTMENT MANAGEMENT CO., INC. | 0% | 2.85K | 214.9K | 0 | 0 |
| Jun 30, 2025 | CHEVY CHASE TRUST HOLDINGS, LLC | 0% | 2.96K | 223.13K | 0 | 0 |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 3.01K | 227.28K | 0 | 0 |
| Jun 30, 2025 | FIRST NATIONAL TRUST CO | 0% | 3.11K | 234.61K | 3.11K | +100.00% |
| Jun 30, 2025 | FIRST TRUST ADVISORS LP | 0% | 4.33K | 326.81K | -1.86K | -30.05% |
| Jun 30, 2025 | SANIBEL CAPTIVA TRUST COMPANY, INC. | 0% | 4.37K | 329.83K | 0 | 0 |
| Jun 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0% | 4.5K | 339.79K | 0 | 0 |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 4.6K | 347.34K | 0 | 0 |
| Jun 30, 2025 | TD WATERHOUSE CANADA INC. | 0% | 6.25K | 477.53K | 0 | 0 |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 27.29K | 2.06M | -113 | -0.41% |
| Jun 30, 2025 | CIBC WORLD MARKETS CORP | 0.01% | 31.8K | 2.41M | -56.04K | -63.80% |
| Jun 30, 2025 | BRYN MAWR TRUST CO | 0% | 4K | 302.04K | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0% | 5.68K | 428K | 3.51K | +162.31% |
| Jun 30, 2025 | ADVISORS CAPITAL MANAGEMENT, LLC | 0% | 7.66K | 578.48K | 7.66K | +100.00% |
| Jun 30, 2025 | GABELLI FUNDS LLC | 0% | 13K | 981.62K | 0 | 0 |
| Jun 30, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.01% | 20.33K | 1.54M | 0 | 0 |
| Jun 30, 2025 | BROWN ADVISORY INC | 0.07% | 192.4K | 14.53M | 0 | 0 |
| Jun 30, 2025 | CULBERTSON A N & CO INC | 0% | 3.19K | 241.49K | 0 | 0 |
| Jun 30, 2025 | VERDENCE CAPITAL ADVISORS LLC | 0% | 3.35K | 252.65K | 0 | 0 |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0% | 4.78K | 361.17K | 4.78K | +100.00% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 4.93K | 371.88K | 0 | 0 |
| Jun 30, 2025 | CWM, LLC | 0% | 5.22K | 394K | 0 | 0 |
| Jun 30, 2025 | WILLIS JOHNSON & ASSOCIATES, INC. | 0% | 5.46K | 412.43K | 0 | 0 |
| Jun 30, 2025 | DELOS WEALTH ADVISORS, LLC | 0% | 210 | 15.86K | 210 | +100.00% |
| Jun 30, 2025 | RATHBONES GROUP PLC | 0% | 3.75K | 283.16K | -250 | -6.25% |
| Jun 30, 2025 | SCOTIA CAPITAL INC. | 0% | 5.84K | 441.28K | 0 | 0 |
| Jun 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0% | 7.99K | 603.32K | 0 | 0 |
| Jun 30, 2025 | WBH ADVISORY INC | 0% | 8.51K | 642.74K | 0 | 0 |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0% | 10.01K | 755.55K | -5 | -0.05% |
| Jun 30, 2025 | UBS GROUP AG | 0% | 10.93K | 825.01K | 6.57K | +151.06% |
| Jun 30, 2025 | ARBOR INVESTMENT ADVISORS, LLC | 0% | 11.31K | 854.02K | 0 | 0 |
| Jun 30, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.01% | 15.6K | 1.18M | -80 | -0.51% |
| Jun 30, 2025 | ARKADIOS WEALTH ADVISORS | 0.01% | 15.68K | 1.18M | -80 | -0.51% |
| Jun 30, 2025 | 0.01% | 22.59K | 2.24M | 21.48K | +1,926.10% | |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.02% | 41.22K | 3.11M | 696 | +1.72% |
| Jun 30, 2025 | COLONY GROUP, LLC | 0.05% | 131.66K | 9.94M | -7.01K | -5.05% |
| Jun 30, 2025 | TD ASSET MANAGEMENT INC | 0.06% | 148.67K | 11.23M | 148.67K | +100.00% |
| Jun 30, 2025 | DEARBORN PARTNERS LLC | 0.17% | 447.37K | 33.92M | 15.68K | +3.63% |
| Mar 31, 2025 | BRYN MAWR TRUST CO | 0% | 4K | 328.2K | 0 | 0 |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 4.6K | 377.43K | 0 | 0 |
| Mar 31, 2025 | RATHBONES GROUP PLC | 0% | 4K | 328.2K | 0 | 0 |
| Mar 31, 2025 | DEARBORN PARTNERS LLC | 0.16% | 431.7K | 35.53M | -83.59K | -16.22% |
| Mar 31, 2025 | IPSWICH INVESTMENT MANAGEMENT CO., INC. | 0% | 2.85K | 233.51K | 0 | 0 |
| Mar 31, 2025 | SANIBEL CAPTIVA TRUST COMPANY, INC. | 0% | 4.37K | 358.39K | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0% | 4.35K | 357.08K | 2.14K | +97.01% |
| Mar 31, 2025 | COLONY GROUP, LLC | 0.05% | 138.67K | 11.38M | -4K | -2.80% |
| Mar 31, 2025 | WILLIS JOHNSON & ASSOCIATES, INC. | 0% | 5.46K | 448.16K | 0 | 0 |
| Mar 31, 2025 | CWM, LLC | 0% | 5.22K | 428K | -850 | -14.00% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 4.93K | 404.1K | 0 | 0 |
| Mar 31, 2025 | VERDENCE CAPITAL ADVISORS LLC | 0% | 3.35K | 274.54K | 0 | 0 |
| Mar 31, 2025 | SCOTIA CAPITAL INC. | 0% | 5.84K | 479.5K | -60 | -1.02% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 5.71K | 468.83K | 0 | 0 |
| Mar 31, 2025 | CERITY PARTNERS LLC | 0% | 10.01K | 821.4K | -111 | -1.10% |
| Mar 31, 2025 | TD WATERHOUSE CANADA INC. | 0% | 6.25K | 512.73K | 0 | 0 |
| Mar 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 416 | 33.77K | 25 | +6.39% |
| Mar 31, 2025 | WHITTIER TRUST CO OF NEVADA INC | 0% | 384 | 31.5K | 384 | +100.00% |
| Mar 31, 2025 | CIBC WORLD MARKETS CORP | 0.03% | 87.83K | 7.23M | -11.09K | -11.21% |
| Mar 31, 2025 | GTS SECURITIES LLC | 0% | 4.56K | 374.23K | -245 | -5.10% |
| Mar 31, 2025 | CULBERTSON A N & CO INC | 0% | 3.19K | 262.16K | 0 | 0 |
| Mar 31, 2025 | CHEVY CHASE TRUST HOLDINGS, LLC | 0% | 2.96K | 242.46K | 0 | 0 |
| Mar 31, 2025 | 0% | 1.12K | 2.97M | 1.12K | +100.00% | |
| Mar 31, 2025 | BROWN ADVISORY INC | 0.07% | 192.4K | 15.79M | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.02% | 55.47K | 4.55M | 16.53K | +42.46% |
| Mar 31, 2025 | HB WEALTH MANAGEMENT, LLC | 0.01% | 36.17K | 2.97M | 36.17K | +100.00% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 27.4K | 2.25M | -2.99K | -9.82% |
| Mar 31, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.01% | 20.33K | 1.67M | 14.06K | +224.21% |
| Mar 31, 2025 | ARBOR INVESTMENT ADVISORS, LLC | 0% | 11.31K | 928K | -1.88K | -14.25% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 11.2K | 918.96K | -13.37K | -54.41% |
| Mar 31, 2025 | WBH ADVISORY INC | 0% | 8.51K | 698.41K | 0 | 0 |
| Mar 31, 2025 | TOWER BRIDGE ADVISORS | 0% | 4K | 328.2K | 0 | 0 |
| Mar 31, 2025 | WESTEND CAPITAL MANAGEMENT, LLC | 0% | 3.52K | 289.14K | 0 | 0 |
| Mar 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0% | 3.14K | 257.8K | 3.14K | +314,100.00% |
| Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 3.01K | 246.97K | -255 | -7.81% |
| Mar 31, 2025 | SANDY SPRING BANK | 0% | 1.7K | 139.49K | -528 | -23.70% |
| Mar 31, 2025 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0% | 337 | 25.55K | 0 | 0 |
| Mar 31, 2025 | GAMCO INVESTORS, INC. ET AL | 0% | 4.5K | 369.23K | 0 | 0 |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.02% | 40.52K | 3.32M | 373 | +0.93% |
| Mar 31, 2025 | ARKADIOS WEALTH ADVISORS | 0.01% | 15.76K | 1.29M | 15.76K | +100.00% |
| Mar 31, 2025 | EVERMAY WEALTH MANAGEMENT LLC | 0.01% | 20.08K | 1.65M | 0 | 0 |
| Mar 31, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.01% | 15.68K | 1.29M | -200 | -1.26% |
| Mar 31, 2025 | GABELLI FUNDS LLC | 0% | 13K | 1.07M | 0 | 0 |
| Mar 31, 2025 | BAIRD FINANCIAL GROUP, INC. | 0% | 7.99K | 655.58K | 0 | 0 |
| Mar 31, 2025 | FIRST TRUST ADVISORS LP | 0% | 6.19K | 507.64K | 1.65K | +36.49% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0% | 4.88K | 399.99K | -914 | -15.79% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0% | 3.67K | 301.12K | -8.64K | -70.19% |
| Mar 31, 2025 | CRESSET ASSET MANAGEMENT, LLC | 0% | 2.68K | 220.17K | 0 | 0 |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0% | 2.17K | 178K | 0 | 0 |
| Mar 31, 2025 | BLAIR WILLIAM & CO/IL | 0% | 1.92K | 157.6K | 0 | 0 |
| Mar 31, 2024 | WEAVER CAPITAL MANAGEMENT LLC | 0% | 3.71K | 287.31K | 3.71K | +100.00% |
| Mar 31, 2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0% | 40 | 3.1K | 40 | +100.00% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0% | 66 | 5.11K | 0 | 0 |
| Mar 31, 2024 | HARBOR INVESTMENT ADVISORY, LLC | 0% | 168 | 13.01K | 0 | 0 |
| Mar 31, 2024 | BOK FINANCIAL PRIVATE WEALTH, INC. | 0% | 180 | 13.91K | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 0% | 186 | 14.4K | -1.52K | -89.12% |
| Mar 31, 2024 | TD WATERHOUSE CANADA INC. | 0% | 252 | 18.5K | 0 | 0 |
| Mar 31, 2024 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0% | 337 | 26.09K | 0 | 0 |
| Mar 31, 2024 | BROWN ADVISORY INC | 0.07% | 188.75K | 14.61M | -115 | -0.06% |
| Mar 31, 2024 | DEARBORN PARTNERS LLC | 0.14% | 388.32K | 29.83M | -105.78K | -21.41% |
| Mar 31, 2024 | BLAIR WILLIAM & CO/IL | 0% | 1.92K | 148.71K | 0 | 0 |
| Mar 31, 2024 | SANDY SPRING BANK | 0% | 2.73K | 211.2K | 0 | 0 |
| Mar 31, 2024 | CHEVY CHASE TRUST HOLDINGS, LLC | 0% | 2.96K | 228.78K | 0 | 0 |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0% | 3.26K | 253K | 0 | 0 |
| Mar 31, 2024 | VERDENCE CAPITAL ADVISORS LLC | 0% | 3.35K | 259.05K | 0 | 0 |
| Mar 31, 2024 | WESTEND CAPITAL MANAGEMENT, LLC | 0% | 3.52K | 272.83K | 3.52K | +100.00% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0% | 3.62K | 280.42K | -515 | -12.45% |
| Mar 31, 2024 | 0% | 3.71K | 287.31K | 3.71K | +100.00% | |
| Mar 31, 2024 | RATHBONES GROUP PLC | 0% | 4K | 309.68K | -500 | -11.11% |
| Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0% | 4.73K | 365.89K | -89 | -1.85% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 4.93K | 381.29K | -400 | -7.51% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 5.48K | 424K | -2.29K | -29.46% |
| Mar 31, 2024 | GTS SECURITIES LLC | 0% | 5.65K | 437.58K | 1.5K | +36.13% |
| Mar 31, 2024 | TRUIST FINANCIAL CORP | 0% | 5.78K | 447.8K | -936 | -13.93% |
| Mar 31, 2024 | SCOTIA CAPITAL INC. | 0% | 5.9K | 457.09K | 0 | 0 |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0% | 5.93K | 459.33K | -410 | -6.46% |
| Mar 31, 2024 | WEALTHSPIRE ADVISORS, LLC | 0% | 6.27K | 485.42K | 0 | 0 |
| Mar 31, 2024 | WHITTIER TRUST CO | 0% | 399 | 30.89K | 0 | 0 |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 410 | 31.73K | 1 | +0.24% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0% | 852 | 65.96K | 852 | +100.00% |
| Mar 31, 2024 | CRESSET ASSET MANAGEMENT, LLC | 0% | 2.68K | 207.75K | 2.68K | +100.00% |
| Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0% | 2.93K | 226.94K | 2.93K | +100.00% |
| Mar 31, 2024 | TOWER BRIDGE ADVISORS | 0% | 4K | 309.68K | 0 | 0 |
| Mar 31, 2024 | CULBERTSON A N & CO INC | 0% | 4.06K | 311.85K | 420 | +11.54% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 4.12K | 318.66K | 4.12K | +100.00% |
| Mar 31, 2024 | SANIBEL CAPTIVA TRUST COMPANY, INC. | 0% | 4.37K | 338.17K | 4.37K | +100.00% |
| Mar 31, 2024 | GAMCO INVESTORS, INC. ET AL | 0% | 4.5K | 348.39K | 0 | 0 |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0% | 4.6K | 356K | -125 | -2.65% |
| Mar 31, 2024 | WBH ADVISORY INC | 0% | 8.51K | 659K | 0 | 0 |
| Mar 31, 2024 | IPSWICH INVESTMENT MANAGEMENT CO., INC. | 0% | 8.8K | 681.37K | -3.23K | -26.84% |
| Mar 31, 2024 | ORION PORTFOLIO SOLUTIONS, LLC | 0% | 8.98K | 695.31K | 0 | 0 |
| Mar 31, 2024 | CERITY PARTNERS LLC | 0% | 10K | 774.2K | 0 | 0 |
| Mar 31, 2024 | GABELLI FUNDS LLC | 0% | 13K | 1.01M | 0 | 0 |
| Mar 31, 2024 | ARBOR INVESTMENT ADVISORS, LLC | 0.01% | 13.99K | 1.08M | 13.99K | +100.00% |
| Mar 31, 2024 | BROOKSTONE CAPITAL MANAGEMENT | 0.01% | 16.07K | 1.24M | 0 | 0 |
| Mar 31, 2024 | LINCOLN NATIONAL CORP | 0.01% | 25.9K | 2M | 0 | 0 |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 28.47K | 2.2M | 28.47K | +100.00% |
| Mar 31, 2024 | MORGAN STANLEY | 0.01% | 34.65K | 2.68M | -5.96K | -14.67% |
| Mar 31, 2024 | WMS PARTNERS, LLC | 0.02% | 41.59K | 3.22M | -370 | -0.88% |
| Mar 31, 2024 | COLONY GROUP, LLC | 0.05% | 142.17K | 11.01M | 0 | 0 |
| Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 1.98K | 153.29K | 0 | 0 |
| Mar 31, 2024 | BLACKSTON FINANCIAL ADVISORY GROUP, LLC | 0% | 2.26K | 174.97K | 2.26K | +100.00% |
| Mar 31, 2024 | DELOS WEALTH ADVISORS, LLC | 0% | 2.52K | 194.87K | 0 | 0 |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0% | 4.6K | 356.13K | 0 | 0 |
| Mar 31, 2024 | WILLIS JOHNSON & ASSOCIATES, INC. | 0% | 5.46K | 422.87K | 0 | 0 |
| Mar 31, 2024 | CWM, LLC | 0% | 6.95K | 538K | 0 | 0 |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 0.01% | 38.04K | 2.95M | 0 | 0 |
| Mar 31, 2024 | CIBC WORLD MARKETS CORP | 0.03% | 68.48K | 5.26M | -64.79K | -48.61% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0% | 0 | - | -414 | -100.00% |
| Mar 31, 2024 | BEACON CAPITAL MANAGEMENT, INC. | 0% | 0 | - | -318 | -100.00% |
| Mar 31, 2024 | GRADIENT INVESTMENTS LLC | 0% | 0 | - | -9.42K | -100.00% |
| Mar 31, 2024 | GAMMA INVESTING LLC | 0% | 30 | 2.32K | 0 | 0 |
| Dec 31, 2023 | HARBOR INVESTMENT ADVISORY, LLC | 0% | 168 | 11.42K | 0 | 0 |
| Dec 31, 2023 | BOK FINANCIAL PRIVATE WEALTH, INC. | 0% | 180 | 12.3K | 0 | 0 |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 204 | 13.87K | 32 | +18.60% |
| Dec 31, 2023 | 0% | 252 | 16.64K | 0 | 0 | |
| Dec 31, 2023 | COPPELL ADVISORY SOLUTIONS LLC | 0% | 250 | 17K | -179 | -41.72% |
| Dec 31, 2023 | BEACON CAPITAL MANAGEMENT, INC. | 0% | 318 | 21.62K | 0 | 0 |
| Dec 31, 2023 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0% | 337 | 22.92K | 0 | 0 |
| Dec 31, 2023 | WHITTIER TRUST CO | 0% | 399 | 27.13K | 0 | 0 |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0% | 409 | 27.81K | 2 | +0.49% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0% | 414 | 28.13K | 3 | +0.73% |
| Dec 31, 2023 | UBS GROUP AG | 0% | 1.71K | 116.21K | 166 | +10.76% |
| Dec 31, 2023 | BLAIR WILLIAM & CO/IL | 0% | 1.92K | 130.61K | -22 | -1.13% |
| Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 1.98K | 134.64K | 0 | 0 |
| Dec 31, 2023 | DELOS WEALTH ADVISORS, LLC | 0% | 2.52K | 171.16K | 0 | 0 |
| Dec 31, 2023 | SANDY SPRING BANK | 0% | 2.73K | 185.51K | 2.73K | +100.00% |
| Dec 31, 2023 | CHEVY CHASE TRUST HOLDINGS, LLC | 0% | 2.96K | 200.94K | -45 | -1.50% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0% | 3.26K | 222K | 0 | 0 |
| Dec 31, 2023 | VERDENCE CAPITAL ADVISORS LLC | 0% | 3.35K | 227.53K | 0 | 0 |
| Dec 31, 2023 | CULBERTSON A N & CO INC | 0% | 3.64K | 249.05K | 3.64K | +100.00% |
| Dec 31, 2023 | TOWER BRIDGE ADVISORS | 0% | 4K | 272K | 0 | 0 |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0% | 4.14K | 281.32K | -425 | -9.32% |
| Dec 31, 2023 | RATHBONES GROUP PLC | 0% | 4.5K | 306K | 0 | 0 |
| Dec 31, 2023 | GAMCO INVESTORS, INC. ET AL | 0% | 4.5K | 306K | 0 | 0 |
| Dec 31, 2023 | BROOKSTONE CAPITAL MANAGEMENT | 0.01% | 16.07K | 1.09M | 1.48K | +10.13% |
| Dec 31, 2023 | TRUIST FINANCIAL CORP | 0% | 6.72K | 456.96K | 0 | 0 |
| Dec 31, 2023 | CWM, LLC | 0% | 6.95K | 473K | 5.4K | +347.49% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 7.76K | 528K | 13 | +0.17% |
| Dec 31, 2023 | WBH ADVISORY INC | 0% | 8.51K | 578.82K | 0 | 0 |
| Dec 31, 2023 | ORION PORTFOLIO SOLUTIONS, LLC | 0% | 8.98K | 611.7K | 0 | 0 |
| Dec 31, 2023 | GRADIENT INVESTMENTS LLC | 0% | 9.42K | 640.29K | 0 | 0 |
| Dec 31, 2023 | CERITY PARTNERS LLC | 0% | 10K | 680K | -3 | -0.03% |
| Dec 31, 2023 | LINCOLN NATIONAL CORP | 0.01% | 25.9K | 1.76M | 0 | 0 |
| Dec 31, 2023 | DEARBORN PARTNERS LLC | 0.18% | 494.1K | 33.81M | -11.94K | -2.36% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 0.01% | 38.04K | 2.59M | 159 | +0.42% |
| Dec 31, 2023 | WMS PARTNERS, LLC | 0.02% | 41.96K | 2.85B | 0 | 0 |
| Dec 31, 2023 | CIBC WORLD MARKETS CORP | 0.05% | 133.27K | 9.12M | 72.2K | +118.21% |
| Dec 31, 2023 | BROWN ADVISORY INC | 0.07% | 188.87K | 12.84M | 115 | +0.06% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0% | 4.6K | 312.8K | 0 | 0 |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0% | 4.72K | 321K | -2.32K | -32.95% |
| Dec 31, 2023 | MORGAN STANLEY | 0.02% | 40.61K | 2.76M | 9.25K | +29.49% |
| Dec 31, 2023 | BAIRD FINANCIAL GROUP, INC. | 0% | 4.82K | 327.42K | 0 | 0 |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 5.33K | 362.1K | -250 | -4.48% |
| Dec 31, 2023 | WILLIS JOHNSON & ASSOCIATES, INC. | 0% | 5.46K | 371.42K | 0 | 0 |
| Dec 31, 2023 | SCOTIA CAPITAL INC. | 0% | 5.9K | 401.47K | -600 | -9.23% |
| Dec 31, 2023 | WEALTHSPIRE ADVISORS, LLC | 0% | 6.27K | 426.36K | 0 | 0 |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0% | 6.34K | 431.33K | -285 | -4.30% |
| Dec 31, 2023 | IPSWICH INVESTMENT MANAGEMENT CO., INC. | 0% | 12.03K | 818.04K | 0 | 0 |
| Dec 31, 2023 | GABELLI FUNDS LLC | 0% | 13K | 884K | 0 | 0 |
Among the MKC-V insiders holding of 20.54% of the stake in company, KURZIUS LAWRENCE ERIK, Chairman & CEO, holds the largest shares of 159.58K. SCHWARTZ JEFFERY D, Vice President, Gen Counsel, is the second largest MKC-V insider with ownership of 55.17K shares. MANGAN MICHAEL D, director, stands third with possession of 39.18K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| KURZIUS LAWRENCE ERIK | Chairman & CEO | 159.58K |
| SCHWARTZ JEFFERY D | Vice President, Gen Counsel | 55.17K |
| MANGAN MICHAEL D | director | 39.18K |
| TAPIERO JACQUES | director | 25.61K |
| FOLEY BRENDAN M | President & COO | 702 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Oct 25, 2023 | SCHWARTZ JEFFERY D | SALE | 64.37 | 2K | 128.74K | 55.17K |
| Aug 21, 2023 | MANGAN MICHAEL D | SALE | 83.63 | 5K | 418.14K | 39.18K |
| Jul 28, 2023 | SCHWARTZ JEFFERY D | SALE | 90.02 | 2.6K | 234.05K | 60.77K |
| Jul 26, 2023 | TAPIERO JACQUES | SALE | 89.88 | 5K | 449.42K | 25.61K |
| Jul 21, 2023 | SCHWARTZ JEFFERY D | SALE | 87.48 | 3.6K | 314.92K | 57.17K |
| May 12, 2023 | KURZIUS LAWRENCE ERIK | SALE | 90.02 | 39.91K | 3.59M | 159.58K |
| Feb 17, 2023 | MANGAN MICHAEL D | SALE | 75.00 | 5K | 375K | 38.14K |
| Nov 10, 2022 | MANGAN MICHAEL D | SALE | 82.00 | 5K | 410K | 38.14K |
| Oct 24, 2022 | KURZIUS LAWRENCE ERIK | SALE | 74.53 | 2.5K | 186.32K | 0 |
| Oct 19, 2022 | FOLEY BRENDAN M | SALE | 75.47 | 3.2K | 241.49K | 702 |