Position in AVY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$91,240
+$74,491 QoQ
Shares Held
562
+479.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#589
of 774 holders
Holding Since
Jun 2021
21 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, 2026Clearstead Advisors, LLC holds $40,519,873 across 18 Packaging & Containers names. AVY ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SON |
Sonoco Products Co
|
693,027 | $39,052,071 | |
| 2 | BALL |
BALL Corp
|
8,001 | $499,262 | |
| 3 | PKG |
Packaging Corp Of America
|
1,791 | $426,759 | |
| 4 | REYN |
Reynolds Consumer Products Inc.
|
5,361 | $143,942 | |
| 5 | AVY |
Avery Dennison Corp
This page
|
562 | $91,240 | |
| 6 | CCK |
Crown Holdings, Inc.
|
687 | $76,820 | |
| 7 | AMCR |
Amcor plc
|
1,485 | $64,374 | |
| 8 | MYE |
Myers Industries Inc
|
1,540 | $54,377 |
All Filings in AVY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,240 | 562 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,749 | 97 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $63,658 | 350 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $37,461 | 231 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $48,429 | 276 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $47,873 | 269 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $62,688 | 335 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $150,558 | 682 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $129,003 | 590 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $120,555 | 540 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $98,856 | 489 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $82,201 | 450 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $102,221 | 595 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $61,372 | 343 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,602 | 42 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,833 | 42 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,798 | 42 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,306 | 42 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,095 | 42 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,108 | 15 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,148 | 34 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||