Position in LW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$789,114
-$31,955 QoQ
Shares Held
18,275
-5.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#213
of 554 holders
Holding Since
Mar 2020
22 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, 2026Integrated Wealth Concepts LLC holds $10,931,279 across 40 Packaged Foods names. LW ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
71,310 | $1,684,342 | |
| 2 | GIS |
General Mills Inc
|
46,014 | $1,601,287 | |
| 3 | CPB |
CAMPBELL'S Co
|
52,964 | $1,179,508 | |
| 4 | MKC |
Mccormick & Co Inc
|
20,078 | $1,012,361 | |
| 5 | SJM |
J M SMUCKER Co
|
7,077 | $796,162 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
This page
|
18,275 | $789,114 | |
| 7 | CAG |
Conagra Brands Inc.
|
57,903 | $779,374 | |
| 8 | DAR |
Darling Ingredients Inc.
|
13,188 | $720,328 |
All Filings in LW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,114 | 18,275 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $821,069 | 19,429 | Shares | Other | 2026-05-15 | |
| 2025-03-31 | $212,880 | 3,994 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $280,418 | 4,196 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $293,013 | 4,526 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,196,122 | 14,226 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,770,528 | 16,620 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,779,377 | 16,462 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,513,015 | 16,364 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,707,467 | 14,854 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $621,580 | 5,947 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $357,529 | 4,001 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $370,340 | 4,786 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $359,372 | 5,029 | Shares | Other | 2022-08-08 | |
| 2021-12-31 | $215,935 | 3,407 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $823,278 | 13,415 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $939,366 | 11,646 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $900,317 | 11,620 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $675,825 | 8,583 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $471,643 | 7,117 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $327,001 | 5,115 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $232,054 | 4,064 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||