ROYAL LONDON ASSET MANAGEMENT LTD
Position in LW — Lamb Weston Holdings, Inc.
CIK 863748
UNITED KINGDOM, X0
Position in LW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,486,681
+$1,429,872 QoQ
Shares Held
1,076,579
+1.0% QoQ
Ownership
0.783%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#24
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $114,229,816 across 7 Packaged Foods names. LW ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
This page
|
1,076,579 | $46,486,681 | |
| 2 | MKC |
Mccormick & Co Inc
|
430,567 | $21,709,188 | |
| 3 | MICC |
Magnum Ice Cream Co N.V.
|
1,079,369 | $18,791,814 | |
| 4 | KHC |
Kraft Heinz Co
|
466,328 | $11,014,667 | |
| 5 | GIS |
General Mills Inc
|
245,072 | $8,528,505 | |
| 6 | JBS |
Jbs N.V.
|
394,600 | $4,676,010 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
121,795 | $3,022,951 |
All Filings in LW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,486,681 | 1,076,579 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $45,056,809 | 1,066,181 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $44,779,865 | 1,068,987 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $58,404,144 | 1,005,581 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,649,428 | 340,394 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $390,422 | 7,325 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,437,066 | 51,430 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,349,453 | 51,737 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,304,896 | 51,200 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,421,205 | 50,889 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,345,915 | 49,458 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $4,640,752 | 50,192 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,717,153 | 49,736 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,198,406 | 49,736 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,715,527 | 52,770 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,083,342 | 52,770 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,373,780 | 61,206 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,666,851 | 61,206 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $3,751,208 | 59,186 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $3,632,244 | 59,186 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $4,543,981 | 56,335 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $4,364,835 | 56,335 | Shares | Sole | 2022-10-17 | |
| 2020-12-31 | $4,251,408 | 53,993 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,671,490 | 55,402 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,562,115 | 55,719 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,464,942 | 60,682 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||