Position in LW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,225
-$3,634 QoQ
Shares Held
29
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Colonial Trust Advisors holds $248,797 across 8 Packaged Foods names. LW ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,209 | $116,595 | |
| 2 | GIS |
General Mills Inc
|
1,650 | $61,413 | |
| 3 | MKC |
Mccormick & Co Inc
|
1,006 | $50,742 | |
| 4 | KHC |
Kraft Heinz Co
|
400 | $8,996 | |
| 5 | LSF |
Laird Superfood, Inc.
|
3,000 | $6,450 | |
| 6 | MICC |
Magnum Ice Cream Co N.V.
|
210 | $3,139 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
This page
|
29 | $1,225 | |
| 8 | BYND |
Beyond Meat, Inc.
|
339 | $237 |
All Filings in LW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,225 | 29 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,859 | 116 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,737 | 116 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,266 | 333 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,748 | 333 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,254 | 333 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,558 | 333 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,998 | 333 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,794 | 336 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $38,804 | 359 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $48,541 | 525 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $60,693 | 528 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $55,291 | 529 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $53,526 | 599 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||