Position in LWAY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$29,840
+$10,500 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 97 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LWAY Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026SHP Wealth Management holds $102,642 across 19 Packaged Foods names. LWAY ranks #1 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LWAY |
Lifeway Foods, Inc.
This page
|
1,000 | $29,840 | |
| 2 | GIS |
General Mills Inc
|
529 | $18,409 | |
| 3 | CAG |
Conagra Brands Inc.
|
967 | $13,015 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
266 | $11,485 | |
| 5 | KHC |
Kraft Heinz Co
|
425 | $10,038 | |
| 6 | CPB |
CAMPBELL'S Co
|
192 | $4,275 | |
| 7 | MKC |
Mccormick & Co Inc
|
83 | $4,184 | |
| 8 | MICC |
Magnum Ice Cream Co N.V.
|
146 | $2,541 |
All Filings in LWAY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,840 | 1,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $19,340 | 1,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $24,230 | 1,000 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||