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Consolidated Planning Corp’s Flowers Foods FLO Stock Holding History

Consolidated Planning Corp’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,740
Closed -$223K – 191
2025
Q1 		$223K Buy
+11,740
New +$224K 0.03% 177
2021
Q4 		– Sell
-1,000
Closed -$24K – 204
2021
Q3 		$24K Buy
+1,000
New +$23.7K 0.02% 233

Other funds holding FLO

BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Consolidated Planning Corp's FLO Position: Q2 2025 in Review

Consolidated Planning Corp sold out of Flowers Foods (FLO) in Q2 2025, closing a stake of 11,740 shares — an estimated $223K sold.

Consolidated Planning Corp first reported a position in FLO in Q3 2021 and held it in 2 quarters. The position peaked at $223K in Q1 2025. 419 funds tracked by Wall St. Rank hold FLO as of Q2 2025.

  • Consolidated Planning Corp reported no remaining Flowers Foods position as of Q2 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 11,740 Flowers Foods shares in Q2 2025, an estimated $223K.
  • Consolidated Planning Corp first reported a position in Flowers Foods in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's Flowers Foods position peaked at $223K in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2025.

Based on Consolidated Planning Corp's 13F filing for Q2 2025, filed 18 Jul 2025.