Position in LW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,069,568
+$61,034 QoQ
Shares Held
24,770
+3.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#190
of 554 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $5,924,496 across 7 Packaged Foods names. LW ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
19,918 | $1,886,433 | |
| 2 | GIS |
General Mills Inc
|
33,571 | $1,168,270 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
This page
|
24,770 | $1,069,568 | |
| 4 | CAG |
Conagra Brands Inc.
|
39,933 | $537,498 | |
| 5 | MZTI |
Marzetti Co
|
4,234 | $483,353 | |
| 6 | MKC |
Mccormick & Co Inc
|
7,916 | $399,124 | |
| 7 | SJM |
J M SMUCKER Co
|
3,380 | $380,250 |
All Filings in LW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,568 | 24,770 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,008,534 | 23,865 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,014,156 | 24,210 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,299,423 | 22,373 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,126,959 | 21,735 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,121,165 | 21,035 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,314,612 | 19,671 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,286,772 | 19,876 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $636,149 | 7,566 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $574,303 | 5,391 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $582,713 | 5,391 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $570,108 | 6,166 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $714,529 | 6,216 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $660,148 | 6,316 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $636,064 | 7,118 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $615,403 | 7,953 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $568,321 | 7,953 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $480,358 | 8,018 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $481,244 | 7,593 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $534,655 | 8,712 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $468,795 | 5,812 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $458,061 | 5,912 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $465,510 | 5,912 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $391,788 | 5,912 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $346,628 | 5,422 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $261,346 | 4,577 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||