Position in AVY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,506,805
+$103,601 QoQ
Shares Held
8,726
+13.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $9,058,780 across 10 Packaging & Containers names. AVY ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SON |
Sonoco Products Co
|
28,762 | $1,555,736 | |
| 2 | PKG |
Packaging Corp Of America
|
7,266 | $1,541,990 | |
| 3 | AVY |
Avery Dennison Corp
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|
8,726 | $1,506,805 | |
| 4 | GEF |
Greif, Inc
|
17,717 | $1,188,279 | |
| 5 | CCK |
Crown Holdings, Inc.
|
8,564 | $858,541 | |
| 6 | BALL |
BALL Corp
|
12,198 | $721,023 | |
| 7 | IP |
International Paper Co /New/
|
18,370 | $655,809 | |
| 8 | SW |
Smurfit Westrock plc
|
13,837 | $551,404 |
All Filings in AVY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||