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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
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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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Root Financial Partners's MKC Position: Q1 2026 in Review

Root Financial Partners increased its McCormick & Company Non-Voting (MKC) stake by 12% in Q1 2026, buying an estimated $3.31K and bringing the position to 475 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Root Financial Partners first reported a position in MKC in Q3 2025 and has held it in 3 quarters since. The position peaked at $28.8K in Q4 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Root Financial Partners held 475 shares of McCormick & Company Non-Voting worth $24K as of Q1 2026.
  • Root Financial Partners bought 52 McCormick & Company Non-Voting shares in Q1 2026, an estimated $3.31K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1220 holding.
  • Root Financial Partners first reported a position in McCormick & Company Non-Voting in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's McCormick & Company Non-Voting position peaked at $28.8K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.