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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
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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Aristotle Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's MKC Position: Q2 2026 in Review

Root Financial Partners sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 475 shares — an estimated $24K sold.

Root Financial Partners first reported a position in MKC in Q3 2025 and held it in 3 quarters. The position peaked at $28.8K in Q4 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Root Financial Partners reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 475 McCormick & Company Non-Voting shares in Q2 2026, an estimated $24K.
  • Root Financial Partners first reported a position in McCormick & Company Non-Voting in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's McCormick & Company Non-Voting position peaked at $28.8K in Q4 2025.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.