Root Financial Partners
MKC icon

Root Financial Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Root Financial 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 		$150K Buy
+3,233
New +$168K 0.01% 561
2026
Q2 		– Sell
-475
Closed -$24K – 2074
2026
Q1 		$24K Buy
475
+52
+12% +$3.31K ﹤0.01% 1220
2025
Q4 		$28.8K Buy
423
+198
+88% +$13.2K ﹤0.01% 971
2025
Q3 		$15.1K Buy
+225
New +$15.8K ﹤0.01% 1264

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Root Financial Partners's MKC Position: Q3 2026 in Review

Root Financial Partners opened a new position in McCormick & Company Non-Voting (MKC) in Q3 2026: 3,233 shares worth $150K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MKC as recently as Q1 2026.

Root Financial Partners first reported a position in MKC in Q3 2025 and has held it in 4 quarters since. 806 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

  • Root Financial Partners held 3,233 shares of McCormick & Company Non-Voting worth $150K as of Q3 2026.
  • McCormick & Company Non-Voting was a new Root Financial Partners position in Q3 2026.
  • McCormick & Company Non-Voting made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #561 holding.
  • Root Financial Partners first reported a position in McCormick & Company Non-Voting in Q3 2025 and has held it in 4 quarters since.
  • 806 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.