Position in OTLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$65
-$5 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 62 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTLY Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $757,652 across 18 Packaged Foods names. OTLY ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
9,324 | $470,116 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
6,901 | $171,282 | |
| 3 | SJM |
J M SMUCKER Co
|
415 | $46,687 | |
| 4 | MZTI |
Marzetti Co
|
146 | $16,667 | |
| 5 | KHC |
Kraft Heinz Co
|
624 | $14,738 | |
| 6 | CAG |
Conagra Brands Inc.
|
962 | $12,948 | |
| 7 | GIS |
General Mills Inc
|
297 | $10,335 | |
| 8 | INGR |
Ingredion Inc
|
50 | $4,735 |
All Filings in OTLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65 | 7 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $70 | 7 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $74 | 7 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $113 | 7 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||