Position in FLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$180,109
-$188,770 QoQ
Shares Held
22,799
-49.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#35
of 99 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLO Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,086,367 across 38 Packaged Foods names. FLO ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
19,348 | $673,306 | |
| 2 | CAG |
Conagra Brands Inc.
|
31,374 | $422,289 | |
| 3 | MKC |
Mccormick & Co Inc
|
6,787 | $342,195 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
6,444 | $278,247 | |
| 5 | FLO |
Flowers Foods Inc
This page
|
22,799 | $180,109 | |
| 6 | DAR |
Darling Ingredients Inc.
|
2,892 | $157,958 | |
| 7 | CPB |
CAMPBELL'S Co
|
6,243 | $139,027 | |
| 8 | KHC |
Kraft Heinz Co
|
5,198 | $122,772 |
All Filings in FLO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,109 | 22,799 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $368,879 | 45,262 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $74,503 | 6,848 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $64,009 | 4,905 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $80,873 | 5,061 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39,977 | 2,103 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $67,680 | 3,276 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $45,053 | 1,953 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $76,677 | 3,454 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $90,818 | 3,824 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $111,197 | 4,940 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,816 | 668 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $15,201 | 611 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $57,505 | 2,098 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,571 | 507 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $100,315 | 4,063 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $103,911 | 3,948 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||