Position in HLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,315
-$157 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 234 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $553,529 across 9 Packaged Foods names. HLF ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
5,576 | $194,044 | |
| 2 | LW |
Lamb Weston Holdings, Inc.
|
3,715 | $160,413 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
5,000 | $124,100 | |
| 4 | CPB |
CAMPBELL'S Co
|
1,666 | $37,101 | |
| 5 | KHC |
Kraft Heinz Co
|
1,015 | $23,974 | |
| 6 | MKC |
Mccormick & Co Inc
|
205 | $10,336 | |
| 7 | CAG |
Conagra Brands Inc.
|
145 | $1,951 | |
| 8 | HLF |
Herbalife Ltd.
This page
|
100 | $1,315 |
All Filings in HLF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315 | 100 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,472 | 100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,482 | 115 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $970 | 115 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $991 | 115 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $992 | 115 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $769 | 115 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||