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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elevation Wealth Partners's MKC Position: Q2 2026 in Review

Elevation Wealth Partners increased its McCormick & Company Non-Voting (MKC) stake by 1,292% in Q2 2026, buying an estimated $15.2K and bringing the position to 334 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #643.

Elevation Wealth Partners first reported a position in MKC in Q1 2026 and has held it in 2 quarters since. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Elevation Wealth Partners held 334 shares of McCormick & Company Non-Voting worth $16.9K as of Q2 2026.
Elevation Wealth Partners bought 310 McCormick & Company Non-Voting shares in Q2 2026, an estimated $15.2K.
McCormick & Company Non-Voting made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #643 holding.
Elevation Wealth Partners first reported a position in McCormick & Company Non-Voting in Q1 2026 and has held it in 2 quarters since.
952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.