Position in JVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$70,125
+$44,905 QoQ
Shares Held
16,500
+153.8% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 31 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JVA Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Allworth Financial LP holds $16,612,340 across 40 Packaged Foods names. JVA ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
61,675 | $6,948,305 | |
| 2 | SJM |
J M SMUCKER Co
|
47,970 | $4,626,226 | |
| 3 | GIS |
General Mills Inc
|
33,523 | $1,247,726 | |
| 4 | KHC |
Kraft Heinz Co
|
49,576 | $1,114,964 | |
| 5 | MKC |
Mccormick & Co Inc
|
9,441 | $476,204 | |
| 6 | CPB |
CAMPBELL'S Co
|
20,420 | $454,753 | |
| 7 | DAR |
Darling Ingredients Inc.
|
5,219 | $322,795 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
13,319 | $301,675 |
All Filings in JVA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,125 | 16,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,220 | 6,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $292,480 | 64,000 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $284,628 | 65,734 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||