Position in AVY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,116,183
-$422,474 QoQ
Shares Held
18,046
-7.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 36.926173625089284.ToString("F0")%
Shared 0.ToString("F0")%
None 63.07382637491072.ToString("F0")%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $59,921,134 across 10 Packaging & Containers names. AVY ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
|
716,908 | $25,593,615 | |
| 2 | AMCR |
Amcor plc
|
309,795 | $12,314,351 | |
| 3 | CCK |
Crown Holdings, Inc.
|
61,089 | $6,124,172 | |
| 4 | BALL |
BALL Corp
|
66,695 | $3,942,341 | |
| 5 | SON |
Sonoco Products Co
|
65,001 | $3,515,904 | |
| 6 | SW |
Smurfit Westrock plc
|
84,860 | $3,381,671 | |
| 7 | AVY |
Avery Dennison Corp
This page
|
18,046 | $3,116,183 | |
| 8 | PKG |
Packaging Corp Of America
|
6,066 | $1,287,326 |
All Filings in AVY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,116,183 | 18,046 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,538,657 | 19,456 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $612,678 | 3,778 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $912,794 | 5,202 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $697,286 | 3,918 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $708,099 | 3,784 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $342,398 | 1,551 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||