What smart money is saying about McCormick
1 fund in our archive has pitched McCormick, most recently Epoch Global Equity in June 2025.
McCormick & Company, Incorporated manufactures, markets, and distributes spices, seasoning mixes, condiments, and other flavorful products to the food industry. It operates in two segments, Consumer and Flavor Solutions. The Consumer segment offers spices, herbs, and seasonings, as well as condiments and sauces, and desserts. This segment markets its products under the McCormick, French's, Frank's RedHot, Lawry's Cholula Hot Sauce, Gourmet Garden, Club House, and OLD BAY brands in the Americas; Ducros, Schwartz, Kamis, and Drogheria & Alimentari, and Vahiné brands in Europe, the Middle East, and Africa; McCormick and DaQiao brands in China; and McCormick, Aeroplane, and Gourmet Garden brands in Australia, as well as markets regional and ethnic brands, such as Zatarain's, Stubb's, Thai Kitchen, and Simply Asia. It also supplies its products under the private labels. This segment serves retailers comprising grocery, mass merchandise, warehouse clubs, discount and drug stores, and e-commerce retailers directly and indirectly through distributors and wholesale foodservice suppliers. The Flavor Solutions segment offers seasoning blends, spices and herbs, condiments, coating systems, and compound flavors to multinational food manufacturers and foodservice customers. It serves foodservice customers directly and indirectly through distributors. The company was founded in 1889 and is headquartered in Hunt Valley, Maryland.
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Position history
Between Q1 2025 and Q2 2025, 2 fund letters reported a position in McCormick, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 1 | 0 | 1 |
| Q1 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- New positionEpoch Global Equity Shareholder YieldJune 2025
“New positions were initiated in McCormick and Toro.”
McCormick - ExitedAve Maria Growth FundMarch 2025
“For the three months ended March 31, 2025, the total return on the Ave Maria Growth Fund (AVEGX) was -1.65%, compared to the S&P 500® Index which returned -4.27%. The returns for the Ave Maria Growth Fund compared to its benchmark as of March 31, 2025 were: In the first quarter, top contributors to return included O’Reilly Automotive, Inc., HEICO Corporation, Roper Technologies, Inc., Mastercard, Incorporated and Expand Energy Corporation. Top detractors from return included Nvidia Corporation, Taiwan Semiconductor Mfg., BlackLine, Inc., XPEL, Inc. and Accenture PLC. We reduced the existing position in Silicon Laboratories, Inc. and completely exited the positions in McCormick and Valvoline.”
McCormick
Also mentioned · 3
These funds discuss McCormick as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedGuinness European Equity Income FundAugust 2026
“Having suffered the wrath of the market after the unexpected announcement of the sale of its Foods division to the US firm McCormick in March, Unilever’s share price rallied.”
McCormick - August 2026
“Having suffered the wrath of the market after the unexpected announcement of the sale of its Foods division to the US firm McCormick in March, Unilever’s share price rallied.”
McCormick - March 2026
“ After strong absolute performance through the first two months of the year, Unilever PLC (UL) came under pressure during the month of March as rumors swirled that the company was exploring an exit of its food business. Those rumors were confirmed at the end of the quarter when Unilever announced that it was combining its food business with McCormick & Company (MKC) through a Reverse Morris Trust to create a global food leader with $20bn in annual sales.”
McCormick
Fund coverage · 1 thesis
- Epoch Global EquityJune 2025
McCormick is a global leader in seasonings and flavourings with strong revenue growth and a commitment to returning cash to shareholders, while Toro is a leading landscape equipment manufacturer with consistent cash flow and a focus on shareholder value creation.
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