Position in LW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$604
-$494 QoQ
Shares Held
14
-46.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#527
of 554 holders
Holding Since
Dec 2025
3 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, 2026Sunrise Financial Services, LLC holds $12,408 across 8 Packaged Foods names. LW ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
312 | $7,369 | |
| 2 | INGR |
Ingredion Inc
|
17 | $1,610 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
32 | $794 | |
| 4 | MICC |
Magnum Ice Cream Co N.V.
|
40 | $696 | |
| 5 | MZTI |
Marzetti Co
|
6 | $684 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
This page
|
14 | $604 | |
| 7 | CPB |
CAMPBELL'S Co
|
23 | $512 | |
| 8 | GIS |
General Mills Inc
|
4 | $139 |
All Filings in LW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604 | 14 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,098 | 26 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $586 | 14 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||