Filing Research | MCCORMICK & CO INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	18.9KSH	$956.4K
2	Arbor Investment Advisors, LLC	Shares	17.4KSH	$877.4K
3	FINANCIAL CONSULATE, INC	Shares	3.5KSH	$175.8K
4	HARBOR INVESTMENT ADVISORY, LLC	Shares	112SH	$5.7K
5	IFP Advisors, Inc	Shares	37SH	$1.9K
6	GAMMA Investing LLC	Shares	30SH	$1.5K
7	Noble Wealth Management PBC	Shares	20SH	$1.0K
8	Farther Finance Advisors, LLC	Shares	19SH	$960
9	EverSource Wealth Advisors, LLC	Shares	6SH	$303
10	Fortitude Family Office, LLC	Shares	4SH	$202
11	1015 Capital Partners, LLC	Shares	2SH	$101
12	Creative Capital Management Investments LLC	Shares	1SH	$51
13	SJS Investment Consulting Inc.	Shares	1SH	$51

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	Arbor Investment Advisors, LLC added	Shares	+6.1K	+$307.6K	$877.4K
2	Brookstone Capital Management unchanged	Shares	0	+$2.3K	$956.4K
3	Noble Wealth Management PBC new	Shares	+20	+$1.0K	$1.0K
4	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$417	$175.8K
5	EverSource Wealth Advisors, LLC new	Shares	+6	+$303	$303
6	Creative Capital Management Investments LLC new	Shares	+1	+$51	$51
7	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$13	$5.7K
8	GAMMA Investing LLC unchanged	Shares	0	+$4	$1.5K
9	1015 Capital Partners, LLC unchanged	Shares	0	$0	$101
10	Farther Finance Advisors, LLC trimmed	Shares	-1	-$7	$960
11	JFS WEALTH ADVISORS, LLC exited	Shares	-1	-$51	$0
12	Fortitude Family Office, LLC trimmed	Shares	-2	-$100	$202
13	SJS Investment Consulting Inc. trimmed	Shares	-2	-$101	$51
14	IFP Advisors, Inc trimmed	Shares	-6	-$298	$1.9K
15	ABC ARBITRAGE SA exited	Shares	-6.6K	-$330.9K	$0

Filing Research | MCCORMICK & CO INC Institutional Holdings