Cerity Partners LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 1566475 NEW YORK, NY

Position in LW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$16,580,341

+$3,096,275 QoQ

Shares Held

383,982

+20.3% QoQ

Ownership

0.279%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#47

of 556 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 4% Shared 10% None 86%

Consumer Defensive · as of Jun 30, 2026

Cerity Partners LLC holds $193,215,543 across 31 Packaged Foods names. LW ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPB	CAMPBELL'S Co	2,377,477	$52,946,412
2	GIS	General Mills Inc	750,787	$26,127,386
3	DAR	Darling Ingredients Inc.	453,176	$24,752,472
4	MKC	Mccormick & Co Inc	479,348	$24,169,525
5	LW	Lamb Weston Holdings, Inc. This page	383,982	$16,580,341
6	SJM	J M SMUCKER Co	129,378	$14,555,024
7	KHC	Kraft Heinz Co	302,292	$7,140,136
8	CAG	Conagra Brands Inc.	459,704	$6,187,614

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,580,341	383,982	+20.3%	Shares	Sole	2026-08-14
2026-03-31	$13,484,066	319,074	+1459.3%	Shares	Sole	2026-05-15
2025-12-31	$857,194	20,463	+16.2%	Shares	Sole	2026-02-11
2025-09-30	$1,022,846	17,611	-11.6%	Shares	Sole	2025-10-22
2025-06-30	$1,032,955	19,922	+148.3%	Shares	Sole	2025-08-13
2025-03-31	$427,625	8,023	-49.9%	Shares	Sole	2025-04-30
2024-12-31	$1,069,614	16,005	-36.1%	Shares	Other	2025-02-13
2024-09-30	$1,622,578	25,063	+172.9%	Shares	Sole	2024-11-12
2024-06-30	$772,274	9,185	-47.7%	Shares	Sole	2024-08-13
2024-03-31	$1,869,388	17,548	+108.8%	Shares	Defined	2024-05-14
2023-12-31	$908,280	8,403	+40.7%	Shares	Sole	2024-01-26
2023-09-30	$552,078	5,971	+64.4%	Shares	Sole	2023-11-14
2023-06-30	$417,383	3,631	+26.0%	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.