Position in WEST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$389
+$34 QoQ
Shares Held
48
-22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 147 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Clearstead Advisors, LLC holds $4,943,069 across 35 Packaged Foods names. WEST ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
20,234 | $1,020,198 | |
| 2 | KHC |
Kraft Heinz Co
|
39,438 | $931,525 | |
| 3 | GIS |
General Mills Inc
|
26,105 | $908,454 | |
| 4 | INGR |
Ingredion Inc
|
6,104 | $578,109 | |
| 5 | SJM |
J M SMUCKER Co
|
4,686 | $527,175 | |
| 6 | DAR |
Darling Ingredients Inc.
|
4,058 | $221,647 | |
| 7 | PPC |
Pilgrims Pride Corp
|
7,468 | $209,925 | |
| 8 | POST |
Post Holdings, Inc.
|
2,359 | $208,205 |
All Filings in WEST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389 | 48 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $355 | 62 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||