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 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

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return