Position in WEST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,816
+$4,821 QoQ
Shares Held
964
+36.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 147 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,086,367 across 37 Packaged Foods names. WEST ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
19,348 | $673,306 | |
| 2 | CAG |
Conagra Brands Inc.
|
31,374 | $422,289 | |
| 3 | MKC |
Mccormick & Co Inc
|
6,787 | $342,195 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
6,444 | $278,247 | |
| 5 | FLO |
Flowers Foods Inc
|
22,799 | $180,109 | |
| 6 | DAR |
Darling Ingredients Inc.
|
2,892 | $157,958 | |
| 7 | CPB |
CAMPBELL'S Co
|
6,243 | $139,027 | |
| 8 | KHC |
Kraft Heinz Co
|
5,198 | $122,772 |
All Filings in WEST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,816 | 964 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,995 | 705 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,602 | 1,377 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,309 | 5,002 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,604 | 6,214 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,001 | 2,078 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,071 | 1,413 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,350 | 4,054 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $36,008 | 3,520 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,444 | 2,076 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,082 | 106 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||