MKC
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 7.5 | P/B | 3.11 |
| EPS (TTM) | 6.10 | Dividend | 3.62% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 21.3M | 0.0% | +6% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 16.5M | 0.7% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 16.5M | n/a | n/a |
| State Street | 15.3M | 0.0% | +3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13.9M | n/a | n/a |
| Aristotle Capital Management, LLC | 12.7M | 1.3% | +232% |
Top institutional owners for MKC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 12 | Kurzius Lawrence Erik | SELL | 206K | −$11M |
| JUL 27 | Conway Michael Aaron | BUY | 1K | +$55K |
| APR 13 | Hattersley Gavin | BUY | 2K | +$106K |
2 insider buys, 1 sell in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MKC yet.