Position in FLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$106,277
-$16,639 QoQ
Shares Held
13,453
-10.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#297
of 450 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FLO Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,164,594 across 6 Packaged Foods names. FLO ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
|
16,948 | $731,814 | |
| 2 | SJM |
J M SMUCKER Co
|
4,227 | $475,537 | |
| 3 | GIS |
General Mills Inc
|
9,906 | $344,727 | |
| 4 | SFD |
Smithfield Foods Inc
|
11,477 | $278,431 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
17,605 | $227,808 | |
| 6 | FLO |
Flowers Foods Inc
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|
13,453 | $106,277 |
All Filings in FLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,277 | 13,453 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $122,916 | 15,082 | Shares | Other | 2026-05-14 | |
| 2025-09-30 | $275,093 | 21,080 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $342,448 | 21,430 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $436,201 | 22,946 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $428,589 | 20,745 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $472,472 | 20,480 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $456,276 | 20,553 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||