SEC 13F Intelligence

American Trust Investment Advisors, LLC / MKC

American Trust Investment Advisors, LLC’s Mccormick & Co Inc Position

Does American Trust Investment Advisors, LLC own Mccormick & Co Inc (MKC)? Yes — 43.2K shares worth $2M (+1.20% of its 13F portfolio) as of Q1 2026, up from 22.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
43.2K
% of Portfolio
+1.20%
Quarters Held
10
currently held

Position History MKC

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.2K$2M+1.20%
Q4 202022.9K$2M+1.36%
Q3 202011.7K$2M+1.64%
Q2 202012.1K$2M+1.75%
Q1 202012.2K$2M+1.73%
Q4 201913.8K$2M+1.71%
Q3 201914.6K$2M+1.75%
Q2 201914.8K$2M+1.78%
Q1 201915.0K$2M+1.74%
Q4 201815.5K$2M+1.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of MKC.