Position in LW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$782,291
+$301,839 QoQ
Shares Held
18,117
+59.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#215
of 554 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Merit Financial Group, LLC holds $14,548,819 across 18 Packaged Foods names. LW ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
99,713 | $3,470,010 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
74,247 | $1,842,809 | |
| 3 | MKC |
Mccormick & Co Inc
|
27,839 | $1,403,640 | |
| 4 | CAG |
Conagra Brands Inc.
|
95,989 | $1,292,009 | |
| 5 | SJM |
J M SMUCKER Co
|
8,937 | $1,005,410 | |
| 6 | BRBR |
Bellring Brands, Inc.
|
70,645 | $914,145 | |
| 7 | DAR |
Darling Ingredients Inc.
|
14,375 | $785,159 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
This page
|
18,117 | $782,291 |
All Filings in LW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,291 | 18,117 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $480,452 | 11,369 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $224,653 | 5,363 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $270,768 | 4,662 | Shares | Other | 2025-11-07 | |
| 2024-12-31 | $204,900 | 3,066 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $823,945 | 12,727 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||