Position in AVY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,014,849
-$491,956 QoQ
Shares Held
6,251
-28.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#338
of 775 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $9,192,584 across 11 Packaging & Containers names. AVY ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
6,685 | $1,592,901 | |
| 2 | GEF |
Greif, Inc
|
21,021 | $1,565,854 | |
| 3 | SON |
Sonoco Products Co
|
27,732 | $1,562,698 | |
| 4 | AVY |
Avery Dennison Corp
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|
6,251 | $1,014,849 | |
| 5 | IP |
International Paper Co /New/
|
22,358 | $851,839 | |
| 6 | BALL |
BALL Corp
|
11,077 | $691,204 | |
| 7 | GPK |
Graphic Packaging Holding Co
|
63,784 | $674,196 | |
| 8 | SW |
Smurfit Westrock plc
|
12,919 | $597,632 |
All Filings in AVY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,849 | 6,251 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,506,805 | 8,726 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,403,204 | 7,715 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $977,074 | 6,025 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $837,693 | 4,774 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $904,799 | 5,084 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,060,839 | 5,669 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,071,569 | 4,854 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,052,581 | 4,814 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,051,507 | 4,710 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,081,556 | 5,350 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $866,221 | 4,742 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $807,631 | 4,701 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $842,581 | 4,709 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||