Elevation Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Elevation Wealth Partners’s Portfolio MKC Stock Details MKC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.5K	Hold	334	–	–	﹤0.01%	750
2026 Q2	$16.9K	Buy	334 +310	+1,292%	+$15.2K	0.01%	643
2026 Q1	$1.23K	Buy	+24	New	+$1.53K	﹤0.01%	975
2025 Q4	–	Hold	0	–	–	–	949
2025 Q3	–	Hold	0	–	–	–	861
2025 Q2	–	Hold	0	–	–	–	471
2025 Q1	–	Hold	0	–	–	–	480
2024 Q4	–	Hold	0	–	–	–	485
2024 Q3	–	Hold	0	–	–	–	464
2024 Q2	–	Hold	0	–	–	–	496
2024 Q1	–	Hold	0	–	–	–	462
2023 Q4	–	Hold	0	–	–	–	429
2023 Q3	–	Hold	0	–	–	–	329
2023 Q2	–	Hold	0	–	–	–	338
2023 Q1	–	Hold	0	–	–	–	338

Other funds holding MKC

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Elevation Wealth Partners's MKC Position: Q3 2026 in Review

Elevation Wealth Partners held its McCormick & Company Non-Voting (MKC) position steady in Q3 2026 at 334 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Elevation Wealth Partners first reported a position in MKC in Q1 2026 and has held it in 3 quarters since. The position peaked at $16.9K in Q2 2026. 390 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

Elevation Wealth Partners held 334 shares of McCormick & Company Non-Voting worth $15.5K as of Q3 2026.
Elevation Wealth Partners left its McCormick & Company Non-Voting share count unchanged in Q3 2026.
McCormick & Company Non-Voting made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #750 holding.
Elevation Wealth Partners first reported a position in McCormick & Company Non-Voting in Q1 2026 and has held it in 3 quarters since.
Elevation Wealth Partners's McCormick & Company Non-Voting position peaked at $16.9K in Q2 2026.
390 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.