Position in WEST
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$185,329
+$140,998 QoQ
Shares Held
22,852
+119.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 147 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in WEST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $65,437,894 across 30 Packaged Foods names. WEST ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
514,159 | $17,892,733 | |
| 2 | CAG |
Conagra Brands Inc.
|
506,301 | $6,814,811 | |
| 3 | DAR |
Darling Ingredients Inc.
|
112,210 | $6,128,910 | |
| 4 | MKC |
Mccormick & Co Inc
|
102,197 | $5,152,772 | |
| 5 | SJM |
J M SMUCKER Co
|
33,966 | $3,821,175 | |
| 6 | KHC |
Kraft Heinz Co
|
145,312 | $3,432,269 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
76,523 | $3,304,263 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
129,953 | $3,225,433 |
All Filings in WEST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,329 | 22,852 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $44,331 | 10,431 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,768 | 11,491 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||