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Sequoia Financial Advisors, LLC

Position in MZTI — Marzetti Co

CIK 1599900 Akron, OH

Position in MZTI

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$700,143
+$303,690 QoQ
Shares Held
6,133
+114.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#158
of 334 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MZTI Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $11,836,974 across 20 Packaged Foods names. MZTI ranks #6 (5.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 MZTI
Marzetti Co
This page
6,133 $700,143

All Filings in MZTI

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $700,143 6,133
2026-03-31 $396,453 2,866
2025-12-31 $624,631 3,799
2025-09-30 $737,294 4,267
2025-06-30 $684,687 3,963
2025-03-31 $446,775 2,553
2024-12-31 $439,948 2,541
2024-09-30 $450,253 2,550
2024-06-30 $479,983 2,540
2024-03-31 $527,380 2,540
2023-12-31 $422,630 2,540
2023-09-30 $418,516 2,536
2023-06-30 $508,355 2,528
2023-03-31 $499,287 2,461
2022-12-31 $485,555 2,461
2022-09-30 $369,087 2,456
2022-06-30 $317,700 2,467
2022-03-31 $372,875 2,500
2021-12-31 $411,019 2,482
2021-06-30 $471,583 2,437
2021-03-31 $438,575 2,501
2020-12-31 $459,508 2,501
2020-09-30 $447,178 2,501
2020-06-30 $387,629 2,501
2020-03-31 $361,744 2,501