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Joel Greenblatt’s MKC Holdings & Trades

First Buy
Q4 2013
Duration Held
42 Quarters
Largest Add
Q1 2017
+590,426 Shares
Current Position
351,010 Shares
$23.91 M Value

Joel Greenblatt's MKC Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 351,010 shares of McCormick & Company, Incorporated (MKC) worth $23.91 M, representing 0.09% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 42 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MKC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 590,426 shares. Largest reduction occurred in Q2 2017, reducing 333,640 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's McCormick & Company Incorporated (MKC) Holding Value Over Time

Track share changes against reported price movement

Quarterly McCormick & Company Incorporated (MKC) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +67,016 Add 23.60% 351,010 $68.11
Q3 2025 +58,910 Add 26.17% 283,994 $66.91
Q2 2025 +43,950 Add 24.26% 225,084 $75.82
Q1 2025 +49,351 Add 37.45% 181,134 $82.31
Q4 2024 -11,080 Reduce 7.76% 131,783 $76.24
Q3 2024 -96,785 Reduce 40.39% 142,863 $82.30
Q2 2024 +85,080 Add 55.04% 239,648 $70.94
Q1 2024 +60,187 Add 63.77% 154,568 $76.81
Q4 2023 +61,894 Add 190.52% 94,381 $68.42
Q3 2023 -7,260 Reduce 18.27% 32,487 $75.64
Q2 2023 +682 Add 1.75% 39,747 $87.23
Q1 2023 +20,987 Add 116.09% 39,065 $83.21
Q4 2022 -5,512 Reduce 23.37% 18,078 $82.89
Q3 2022 +9,251 Add 64.52% 23,590 $71.26
Q2 2022 +557 Add 4.04% 14,339 $83.27
Q1 2022 +6,682 Add 94.11% 13,782 $99.77
Q4 2021 +4,274 Add 151.24% 7,100 $96.62
Q3 2021 +2,826 New Buy 2,826 $81.03
Q1 2021 -25,779 Sold Out 0 $0.00
Q4 2020 -717 Reduce 2.71% 25,779 $95.58
Q3 2020 -3,774 Reduce 12.47% 26,496 $97.03
Q2 2020 -104,430 Reduce 77.53% 30,270 $89.69
Q1 2020 +37,362 Add 38.38% 134,700 $70.60
Q4 2019 +3,590 Add 3.83% 97,338 $84.87
Q3 2019 -62,624 Reduce 40.05% 93,748 $78.15
Q2 2019 -54,258 Reduce 25.76% 156,372 $77.51
Q1 2019 +174,708 Add 486.35% 210,630 $75.32
Q4 2018 -40 Reduce 0.11% 35,922 $69.62
Q3 2018 -122,760 Reduce 77.34% 35,962 $65.88
Q2 2018 -182,696 Reduce 53.51% 158,722 $58.04
Q1 2018 +341,418 New Buy 341,418 $53.20
Q3 2017 -256,786 Sold Out 0 $0.00
Q2 2017 -333,640 Reduce 56.51% 256,786 $48.76
Q1 2017 +590,426 New Buy 590,426 $48.77
Q2 2016 -131,950 Sold Out 0 $0.00
Q1 2016 +131,950 New Buy 131,950 $49.74
Q1 2015 -14,778 Sold Out 0 $0.00
Q4 2014 -27,904 Reduce 65.38% 14,778 $37.15
Q3 2014 +20,244 Add 90.22% 42,682 $33.46
Q2 2014 -12,278 Reduce 35.37% 22,438 $35.79
Q1 2014 +28,466 Add 455.46% 34,716 $35.86
Q4 2013 +6,250 New Buy 6,250 $34.40

Joel Greenblatt's McCormick & Company Incorporated Investment FAQs

Joel Greenblatt first purchased McCormick & Company, Incorporated (MKC) in Q4 2013, acquiring 6,250 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held McCormick & Company, Incorporated (MKC) for 42 quarters since Q4 2013.

Joel Greenblatt's largest addition to McCormick & Company, Incorporated (MKC) was in Q1 2017, adding 590,426 shares worth $28.8 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 351,010 shares of McCormick & Company, Incorporated (MKC), valued at approximately $23.91 M.

As of the Q4 2025 filing, McCormick & Company, Incorporated (MKC) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in McCormick & Company, Incorporated (MKC) was 590,426 shares, as reported at the end of Q1 2017.