Position in LW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,465,594
-$2,823,578 QoQ
Shares Held
126,577
-35.5% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#93
of 556 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Derivatives in LW
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$800
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Cetera Investment Advisers holds $63,719,386 across 25 Packaged Foods names. LW ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
378,824 | $13,183,075 | |
| 2 | KHC |
Kraft Heinz Co
|
406,248 | $9,595,577 | |
| 3 | SJM |
J M SMUCKER Co
|
59,876 | $6,736,050 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
This page
|
126,577 | $5,465,594 | |
| 5 | MKC |
Mccormick & Co Inc
|
91,266 | $4,601,631 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
166,276 | $4,126,970 | |
| 7 | CPB |
CAMPBELL'S Co
|
177,478 | $3,952,435 | |
| 8 | CAG |
Conagra Brands Inc.
|
284,148 | $3,824,632 |
All Filings in LW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,465,594 | 126,577 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,289,172 | 196,147 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,775,376 | 113,998 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,257,713 | 107,743 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,822,464 | 93,008 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,546,368 | 66,536 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,847,870 | 57,577 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,261,847 | 19,491 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,564,355 | 30,499 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,062,527 | 19,361 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $524,560 | 4,853 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $800 | 200 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $640,840 | 6,931 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $671,422 | 5,841 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $399,789 | 3,825 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $438,578 | 4,908 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $283,675 | 3,666 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $240,105 | 3,360 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $201,357 | 3,361 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $220,499 | 3,479 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $283,345 | 4,617 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $377,569 | 4,681 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $349,744 | 4,514 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $280,944 | 3,568 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||