Position in DOLE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$50,156
-$15,843 QoQ
Shares Held
3,510
-20.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOLE Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,259,752 across 11 Farm Products names. DOLE ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSN |
Tyson Foods, Inc.
|
13,968 | $894,922 | |
| 2 | ADM |
Archer-Daniels-Midland Co
|
9,118 | $662,780 | |
| 3 | CALM |
Cal-Maine Foods Inc
|
6,599 | $522,306 | |
| 4 | BG |
Bunge Global SA
|
572 | $72,755 | |
| 5 | DOLE |
Dole plc
This page
|
3,510 | $50,156 | |
| 6 | DMC |
Del Monte Corp
|
530 | $21,334 | |
| 7 | ALCO |
Alico, Inc.
|
342 | $14,110 | |
| 8 | VITL |
Vital Farms, Inc.
|
719 | $10,149 |
All Filings in DOLE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,156 | 3,510 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $65,999 | 4,403 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||