Modern Wealth Management, LLC
Position in LW — Lamb Weston Holdings, Inc.
CIK 2001900
KANSAS CITY, MO
Position in LW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$731,814
New position
Shares Held
16,948
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#220
of 554 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,164,594 across 6 Packaged Foods names. LW ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
This page
|
16,948 | $731,814 | |
| 2 | SJM |
J M SMUCKER Co
|
4,227 | $475,537 | |
| 3 | GIS |
General Mills Inc
|
9,906 | $344,727 | |
| 4 | SFD |
Smithfield Foods Inc
|
11,477 | $278,431 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
17,605 | $227,808 | |
| 6 | FLO |
Flowers Foods Inc
|
13,453 | $106,277 |
All Filings in LW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,814 | 16,948 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||