Position in AVY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$774,124
-$51,429 QoQ
Shares Held
4,483
-1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026EP Wealth Advisors, LLC holds $2,841,883 across 6 Packaging & Containers names. AVY ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
This page
|
4,483 | $774,124 | |
| 2 | CCK |
Crown Holdings, Inc.
|
6,803 | $682,000 | |
| 3 | BALL |
BALL Corp
|
8,498 | $502,316 | |
| 4 | SON |
Sonoco Products Co
|
6,000 | $324,540 | |
| 5 | IP |
International Paper Co /New/
|
8,705 | $310,768 | |
| 6 | AMBP |
Ardagh Metal Packaging S.A.
|
61,268 | $248,135 |
All Filings in AVY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $774,124 | 4,483 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $825,553 | 4,539 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $713,811 | 4,068 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $740,889 | 4,163 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $825,617 | 4,412 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $967,149 | 4,381 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $247,949 | 1,134 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $208,292 | 933 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||