Position in GIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,271
+$406 QoQ
Shares Held
94
+22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,269
of 1,331 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $66,552 across 15 Packaged Foods names. GIS ranks #11 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
92 | $10,350 | |
| 2 | KHC |
Kraft Heinz Co
|
358 | $8,455 | |
| 3 | CPB |
CAMPBELL'S Co
|
373 | $8,306 | |
| 4 | JBSS |
Sanfilippo John B & Son Inc
|
73 | $6,277 | |
| 5 | POST |
Post Holdings, Inc.
|
64 | $5,648 | |
| 6 | CAG |
Conagra Brands Inc.
|
307 | $4,132 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
157 | $3,896 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
295 | $3,817 |
All Filings in GIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,271 | 94 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,865 | 77 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,883 | 62 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,478 | 69 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,678 | 71 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,783 | 80 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,994 | 94 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,646 | 90 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,897 | 30 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,099 | 30 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,246 | 188 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||