Position in GIS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$30,148
+$8,479 QoQ
Shares Held
810
+73.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Clearstead Trust, LLC holds $122,734 across 10 Packaged Foods names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,610 | $38,028 | |
| 2 | CPB |
CAMPBELL'S Co
|
1,076 | $23,962 | |
| 3 | INGR |
Ingredion Inc
|
236 | $22,351 | |
| 4 | SJM |
J M SMUCKER Co
|
120 | $13,500 | |
| 5 | POST |
Post Holdings, Inc.
|
63 | $5,560 | |
| 6 | DAR |
Darling Ingredients Inc.
|
101 | $5,516 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
120 | $5,181 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
200 | $4,964 |
All Filings in GIS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,148 | 810 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,669 | 466 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,411 | 147 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,579 | 320 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,467 | 58 | Shares | Sole | 2025-05-09 | |
| 2024-03-31 | $23,369 | 334 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $27,423 | 421 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $26,939 | 421 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,290 | 421 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $184,849 | 2,163 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $182,876 | 2,181 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $167,086 | 2,181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $132,792 | 1,760 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $119,187 | 1,760 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $118,588 | 1,760 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $105,283 | 1,760 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $107,236 | 1,760 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $107,923 | 1,760 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $103,488 | 1,760 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $108,556 | 1,760 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $108,504 | 1,760 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $92,875 | 1,760 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||