Position in LFVN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,434,619
+$487,840 QoQ
Shares Held
229,907
+4.9% QoQ
Ownership
1.84%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 88 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LFVN Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $228,893,529 across 28 Packaged Foods names. LFVN ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
912,914 | $46,029,123 | |
| 2 | DAR |
Darling Ingredients Inc.
|
415,688 | $22,704,878 | |
| 3 | KHC |
Kraft Heinz Co
|
887,666 | $20,966,670 | |
| 4 | INGR |
Ingredion Inc
|
193,758 | $18,350,820 | |
| 5 | MZTI |
Marzetti Co
|
142,822 | $16,304,559 | |
| 6 | GIS |
General Mills Inc
|
428,921 | $14,926,450 | |
| 7 | SJM |
J M SMUCKER Co
|
118,871 | $13,372,987 | |
| 8 | POST |
Post Holdings, Inc.
|
147,828 | $13,047,299 |
All Filings in LFVN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,434,619 | 229,907 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $946,779 | 219,162 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,096,091 | 177,937 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,087,453 | 111,763 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,369,083 | 104,670 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,005,187 | 137,530 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,563,657 | 146,244 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,692,305 | 222,873 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||