undamentalytics Newsletter

McCormick & Company: which funds bought and sold

Institutions that bought and sold McCormick & shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 466 institutions that filed 13F reports for both quarters added to or opened positions in McCormick &, and 482 cut or closed them. Together they added a net 10.4M shares, +4.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.0M shares (+13.7%); index fund managers were net buyers of 455K shares (+0.5%). 130 opened a new position and 139 sold out entirely.

Bought, Q2 2026 466 institutions, 130 of them new holders Sold, Q2 2026 482 institutions, 139 of them sold out
Net change, all compared +10.4M shares (+4.6%)
Net change, active managers +6.0M shares (+13.7%), 38 bought, 36 sold

Buyers versus sellers

institutions compared, 1,070
Active managers and hedge funds 38 bought · 36 sold · +6.0M
Index fund managers 6 bought · 6 sold · +455K
Other institutions 422 bought · 440 sold · +3.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Sanders Capital, LLC Active manager +8.1M New position 8.1M $409M
AQR Capital Management LLC Hedge fund +3.5M +321.1% 4.6M $231M
Van Eck Associates Corp +3.2M +188980.3% 3.2M $161M
Boston Partners Active manager +2.8M +64.1% 7.2M $365M
Alyeska Investment Group, L.P. Hedge fund +2.2M +119.2% 4.0M $201M
Goldman Sachs Group Inc +1.7M +126.7% 3.0M $152M
Dimensional Fund Advisors LP +1.6M +57.1% 4.3M $216M
Morgan Stanley +1.1M +28.8% 4.9M $249M
Invesco Ltd. +963K +24.4% 4.9M $247M
Gotham Asset Management, LLC Hedge fund +962K +750.1% 1.1M $55M
UBS Group AG +825K +58.9% 2.2M $112M
Select Equity Group, L.P. Active manager +736K New position 736K $37.1M
Proshare Advisors LLC Index funds +615K +24.3% 3.1M $158M
Price T Rowe Associates Inc Active manager +517K +57.0% 1.4M $71.9M
Jpmorgan Chase & Co +493K +58.9% 1.3M $69.9M
Pfa Pension, Forsikringsaktieselskab +476K New position 476K $24M
First Trust Advisors LP +386K +51.1% 1.1M $57.5M
Capital Fund Management S.A. Hedge fund +382K +1173.4% 414K $20.9M
Old Republic International Corp +340K +116.2% 632K $31.9M
Deutsche Bank Ag\ +286K +21.5% 1.6M $81.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
T. Rowe Price Investment Management, Inc. Active manager −5.7M Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −1.6M −99.6% 5,762 $290,520
FMR LLC Active manager −1.5M −54.1% 1.3M $63.6M
Aristotle Capital Management, LLC Active manager −1.3M −10.1% 11.4M $574M
Boston Trust Walden Corp −910K −85.8% 151K $7.6M
Wells Fargo & Company −909K −52.7% 817K $41.2M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −841K −25.0% 2.5M $127M
Massachusetts Financial Services Co Active manager −666K Sold out 0 —
Bank Of America Corp −594K −17.7% 2.8M $140M
Williams Jones Wealth Management, Llc. −573K −83.1% 117K $5.9M
Eurizon Capital Sgr S.P.A. −572K −84.1% 108K $5.4M
BNP Paribas Financial Markets −568K −49.1% 589K $29.7M
Citadel Advisors LLC Hedge fund −538K −51.7% 503K $25.4M
Norinchukin Bank, The −507K −97.1% 15K $763,208
Clearbridge Investments, LLC Active manager −499K Sold out 0 —
Legal & General Group PLC −488K −30.3% 1.1M $56.6M
Pictet Asset Management Holding SA −465K −46.9% 526K $26.5M
Mawer Investment Management Ltd. Active manager −398K Sold out 0 —
TD Asset Management Inc −391K −70.2% 166K $8.4M
Marshall Wace, LLP Hedge fund −381K −66.5% 192K $9.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Sanders Capital, LLCActive manager 8.1M $409M
Select Equity Group, L.P.Active manager 736K $37.1M
Pfa Pension, Forsikringsaktieselskab 476K $24M
Exoduspoint Capital Management, LPHedge fund 159K $8M
Element Capital Management LLCHedge fund 143K $7.2M
Live Oak Private Wealth LLC 133K $6.7M
Castleknight Management LPHedge fund 120K $6M
Bleakley Financial Group, LLC 105K $5.3M
Ieq Capital, LLC 94K $4.8M
D. E. Shaw & Co., Inc.Hedge fund 76K $3.8M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
T. Rowe Price Investment Management, Inc.Active manager 5.7M $288M
Massachusetts Financial Services CoActive manager 666K $36.4M
Clearbridge Investments, LLCActive manager 499K $25.2M
Mawer Investment Management Ltd.Active manager 398K $20.1M
Qube Research & Technologies LtdHedge fund 343K $17.3M
Ns Partners Ltd 238K $12M
Y-Intercept (Hong Kong) Ltd 236K $11.9M
Bright Rock Capital Management, LLC 230K $11.6M
Ceredex Value Advisors LLC 214K $10.8M
Stansberry Asset Management, LLC 196K $9.9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
947
Ten largest holders
50.7%
of 13F-reported shares
Index fund managers
35.0%
of 13F-reported shares
Active managers and hedge funds
21.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 38 36 14 13 +6.0M +13.7%
Index fund managers 6 6 0 0 +455K +0.5%
Other institutions 422 440 116 126 +3.9M +3.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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