Concurrent Investment Advisors, LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 2001015 Tampa, FL

Position in LW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$270,392

-$47,783 QoQ

Shares Held

6,262

-16.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#304

of 546 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $5,889,669 across 8 Packaged Foods names. LW ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	91,726	$3,192,064
2	KHC	Kraft Heinz Co	29,913	$706,544
3	MKC	Mccormick & Co Inc	12,418	$626,115
4	CAG	Conagra Brands Inc.	26,173	$352,287
5	LW	Lamb Weston Holdings, Inc. This page	6,262	$270,392
6	POST	Post Holdings, Inc.	2,987	$263,631
7	FLO	Flowers Foods Inc	30,810	$243,399
8	SJM	J M SMUCKER Co	2,091	$235,237

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,392	6,262	-16.8%	Shares	Sole	2026-07-27
2026-03-31	$318,175	7,529	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$316,226	7,549	+45.0%	Shares	Sole	2026-01-29
2025-09-30	$302,480	5,208	-13.7%	Shares	Sole	2025-10-27
2025-06-30	$312,759	6,032	+0.8%	Shares	Sole	2025-07-25
2025-03-31	$318,947	5,984	+4.0%	Shares	Sole	2025-04-29
2024-12-31	$384,539	5,754	-6.0%	Shares	Sole	2025-02-03
2024-09-30	$396,403	6,123	-22.3%	Shares	Sole	2024-10-30
2024-06-30	$662,298	7,877	+203.3%	Shares	Sole	2024-07-30
2024-03-31	$276,658	2,597	+27.2%	Shares	Sole	2024-05-07
2023-12-31	$220,719	2,042	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.