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MCCORMICK CO INC
MCCORMICK CO INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 36 Institutional holders with a total value of $95,338,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Tufton Capital Management 593,195 62,962,000 66.04%
2 Bridgewater Wealth & Financial Management, LLC 92,692 9,838,000 10.32%
3 WMS Partners, LLC 43,186 4,584,000 4.81%
4 Commonwealth Equity Services, Inc 21,299 2,261,000 2.37%
5 GAMCO INVESTORS, INC. ET AL 18,520 1,966,000 2.06%
6 DIMENSIONAL FUND ADVISORS LP 14,471 1,534,000 1.61%
7 EVERMAY WEALTH MANAGEMENT LLC 13,627 1,446,000 1.52%
8 Brown Advisory Securities, LLC 13,571 1,440,000 1.51%
9 WBH ADVISORY INC 12,224 1,303,000 1.37%
10 LADENBURG THALMANN FINANCIAL SERVICES INC. 9,373 995,000 1.04%
11 Gradient Investments LLC 6,298 668,000 0.70%
12 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 5,814 617,000 0.65%
13 PNC FINANCIAL SERVICES GROUP, INC. 5,500 583,000 0.61%
14 Ipswich Investment Management Co., Inc. 5,200 552,000 0.58%
15 Maryland Capital Management 5,000 531,000 0.56%
16 Lowe Wealth Advisors, LLC 4,380 465,000 0.49%
17 Pinnacle Advisory Group, Inc. 4,256 451,000 0.47%
18 WELLS FARGO & COMPANY/MN 3,800 403,000 0.42%
19 SCOTIA CAPITAL INC. 3,200 340,000 0.36%
20 Cambridge Investment Research Advisors, Inc. 2,914 309,000 0.32%
21 LINCOLN NATIONAL CORP 2,800 297,000 0.31%
22 Rathbones Group PLC 2,500 265,000 0.28%
23 GABELLI FUNDS LLC 2,500 265,000 0.28%
24 A. D. Beadell Investment Counsel, Inc. 2,400 256,000 0.27%
25 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 2,261 241,000 0.25%
26 UBS Group AG 2,013 214,000 0.22%
27 FINANCIAL CONSULATE, INC 1,985 211,000 0.22%
28 MORGAN STANLEY 1,694 180,000 0.19%
29 BANK OF AMERICA CORP /DE/ 416 44,000 0.05%
30 ASSETMARK, INC 414 44,000 0.05%
31 Franklin, Parlapiano, Turner & Welch, LLC 200 21,000 0.02%
32 Beacon Capital Management, Inc. 159 17,000 0.02%
33 Livingston Group Asset Management CO (operating as Southport Capital Management) 132 14,000 0.01%
34 GENEOS WEALTH MANAGEMENT INC. 128 13,000 0.01%
35 Tower Research Capital LLC (TRC) 50 5,000 0.01%
36 ADVISOR GROUP, INC. 33 3,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.