Position in INGR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$323,559
+$16,155 QoQ
Shares Held
2,872
+3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in INGR Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,090,947 across 7 Packaged Foods names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
18,671 | $649,750 | |
| 2 | KHC |
Kraft Heinz Co
|
26,133 | $617,261 | |
| 3 | CAG |
Conagra Brands Inc.
|
35,786 | $481,679 | |
| 4 | FLO |
Flowers Foods Inc
|
49,631 | $392,084 | |
| 5 | CPB |
CAMPBELL'S Co
|
16,438 | $366,074 | |
| 6 | SENEA |
Seneca Foods Corp
|
1,989 | $345,966 | |
| 7 | MKC |
Mccormick & Co Inc
|
4,723 | $238,133 |
All Filings in INGR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,559 | 2,872 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $307,404 | 2,788 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||