Position in FLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,528
+$2,227 QoQ
Shares Held
320
+764.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 451 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FLO Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Cornerstone Planning Group LLC holds $54,391 across 14 Packaged Foods names. FLO ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTZ |
Utz Brands, Inc.
|
1,561 | $12,019 | |
| 2 | MKC |
Mccormick & Co Inc
|
212 | $10,689 | |
| 3 | GIS |
General Mills Inc
|
283 | $9,848 | |
| 4 | CAG |
Conagra Brands Inc.
|
215 | $2,893 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
219 | $2,833 | |
| 6 | CPB |
CAMPBELL'S Co
|
120 | $2,672 | |
| 7 | FLO |
Flowers Foods Inc
This page
|
320 | $2,528 | |
| 8 | FRPT |
Freshpet, Inc.
|
42 | $2,483 |
All Filings in FLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,528 | 320 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $301 | 37 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,838 | 169 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $313 | 24 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||