CONFLUENCE INVESTMENT MANAGEMENT LLC has opened a new $21.6M position in $MKC, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MKC.
$MKC Hedge Fund Activity
We have seen 439 institutional investors add shares of $MKC stock to their portfolio, and 504 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SELECT EQUITY GROUP, L.P. removed 1,560,869 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $118,345,087
- FRANKLIN RESOURCES INC removed 1,533,979 shares (-31.8%) from their portfolio in Q2 2025, for an estimated $116,306,287
- WELLINGTON MANAGEMENT GROUP LLP added 1,465,917 shares (+706.1%) to their portfolio in Q2 2025, for an estimated $111,145,826
- MILLENNIUM MANAGEMENT LLC added 1,428,542 shares (+108.6%) to their portfolio in Q2 2025, for an estimated $108,312,054
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,297,316 shares (+31.4%) to their portfolio in Q2 2025, for an estimated $98,362,499
- GOLDMAN SACHS GROUP INC removed 1,205,306 shares (-51.1%) from their portfolio in Q2 2025, for an estimated $91,386,300
- VOYA INVESTMENT MANAGEMENT LLC removed 1,193,964 shares (-50.0%) from their portfolio in Q3 2025, for an estimated $79,888,131
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MKC Insider Trading Activity
$MKC insiders have traded $MKC stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $MKC stock by insiders over the last 6 months:
- LAWRENCE ERIK KURZIUS sold 50,000 shares for an estimated $3,293,000
- KATHERINE JENKINS (Chief Growth Officer) has made 0 purchases and 3 sales selling 7,642 shares for an estimated $583,696.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MKC Congressional Stock Trading
Members of Congress have traded $MKC stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MKC stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 09/25.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/22 and 1 sale worth up to $15,000 on 08/04.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$MKC Analyst Ratings
Wall Street analysts have issued reports on $MKC in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 09/25/2025
To track analyst ratings and price targets for $MKC, check out Quiver Quantitative's $MKC forecast page.
$MKC Price Targets
Multiple analysts have issued price targets for $MKC recently. We have seen 8 analysts offer price targets for $MKC in the last 6 months, with a median target of $74.5.
Here are some recent targets:
- Andrew Lazar from Barclays set a target price of $72.0 on 10/08/2025
- Alexia Howard from Bernstein set a target price of $93.0 on 10/08/2025
- Stephen Powers from Deutsche Bank set a target price of $71.0 on 10/08/2025
- Bryan Adams from UBS set a target price of $70.0 on 10/08/2025
- Matthew Smith from Stifel set a target price of $71.0 on 10/08/2025
- Rob Dickerson from Jefferies set a target price of $78.0 on 10/08/2025
- Thomas Palmer from JP Morgan set a target price of $82.0 on 09/25/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $MKC ticker page for more data.
