Position in MZTI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$561,343
+$544,410 QoQ
Shares Held
4,058
+4040.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $7,957,940 across 26 Packaged Foods names. MZTI ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
15,883 | $1,531,756 | |
| 2 | MKC |
Mccormick & Co Inc
|
29,290 | $1,477,387 | |
| 3 | KHC |
Kraft Heinz Co
|
47,895 | $1,077,158 | |
| 4 | GIS |
General Mills Inc
|
27,180 | $1,011,639 | |
| 5 | MZTI |
Marzetti Co
This page
|
4,058 | $561,343 | |
| 6 | INGR |
Ingredion Inc
|
3,813 | $429,572 | |
| 7 | DAR |
Darling Ingredients Inc.
|
5,805 | $359,039 | |
| 8 | CPB |
CAMPBELL'S Co
|
15,115 | $336,611 |
All Filings in MZTI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $561,343 | 4,058 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $16,933 | 98 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,931 | 98 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,900 | 28 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $234,085 | 1,352 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,943 | 28 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $107,145 | 567 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,813 | 28 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,658 | 28 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,620 | 28 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,630 | 28 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,680 | 28 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,524 | 28 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,207 | 28 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,605 | 28 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,176 | 28 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,636 | 28 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,726 | 28 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,418 | 28 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,910 | 28 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,144 | 28 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,006 | 28 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,339 | 28 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,049 | 28 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||