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McCormick & Company, Incorporated shares owned by Sontag Advisory

Quarter-by-quarter ownership of McCormick & Company, Incorporated (MKC.V) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in McCormick & Company, Incorporated

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All positions including McCormick & Company, Incorporated held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in McCormick & Company, Incorporated by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $426k 6.3k 68.00
2023-09-30 $495k 6.3k 78.88
2023-06-30 $543k 6.3k 86.60
2023-03-31 $518k 6.3k 82.60
2022-12-31 $435k 5.3k 82.17
2022-09-30 $388k 5.3k 73.24
2022-06-30 $440k 5.3k 83.05
2021-06-30 $14M 164k 88.03
2021-03-31 $4.9M 55k 89.11
2020-12-31 $2.4M 25k 95.56
2020-03-31 $1.8M 13k 142.40

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding McCormick & Company, Incorporated

Dearborn Partners
Brown Advisory Holdings Incorporated
Colony
WMS Partners
Dimensional Fund Advisors
Commonwealth Equity Services
Lincoln National
Brookstone Capital Management
Arbor Investment Advisors
HPM Partners
Orion Portfolio Solutions
Ipswich Investment Management
Wagner Bowman Management
CWM
Branch Banking & Trust Company

View all funds holding McCormick & Company, Incorporated