Position in LW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,484,066
+$12,626,872 QoQ
Shares Held
319,074
+1459.3% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 3.2835643142343156.ToString("F0")%
Shared 7.58382068109592.ToString("F0")%
None 89.13261500466977.ToString("F0")%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Cerity Partners LLC holds $123,328,828 across 27 Packaged Foods names. LW ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
1,136,263 | $25,304,576 | |
| 2 | GIS |
General Mills Inc
|
560,635 | $20,866,832 | |
| 3 | DAR |
Darling Ingredients Inc.
|
291,816 | $18,048,818 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
This page
|
319,074 | $13,484,066 | |
| 5 | MKC |
Mccormick & Co Inc
|
219,327 | $11,062,852 | |
| 6 | SJM |
J M SMUCKER Co
|
93,968 | $9,062,272 | |
| 7 | INGR |
Ingredion Inc
|
46,615 | $5,251,644 | |
| 8 | KHC |
Kraft Heinz Co
|
177,053 | $3,981,920 |
All Filings in LW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,484,066 | 319,074 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $857,194 | 20,463 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,022,846 | 17,611 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,032,955 | 19,922 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $427,625 | 8,023 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,069,614 | 16,005 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,622,578 | 25,063 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $772,274 | 9,185 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,869,388 | 17,548 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $908,280 | 8,403 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $552,078 | 5,971 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $417,383 | 3,631 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $301,122 | 2,881 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||