Loring Wolcott & Coolidge Fiduciary Advisors’s Avery Dennison AVY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AVY Stock Details AVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132K	Hold	816	–	–	﹤0.01%	359
2026 Q1	$140K	Hold	816	–	–	﹤0.01%	350
2025 Q4	$153K	Hold	816	–	–	﹤0.01%	344
2025 Q3	$152K	Hold	816	–	–	﹤0.01%	346
2025 Q2	$143K	Buy	+816	New	+$143K	﹤0.01%	314
2018 Q1	–	Sell	-1,014	Closed	-$116K	–	730
2017 Q4	$116K	Hold	1,014	–	–	﹤0.01%	349
2017 Q3	$100K	Buy	1,014 +14	+1%	+$1.32K	﹤0.01%	360
2017 Q2	$93K	Sell	1,000 -200	-17%	-$16.7K	﹤0.01%	363
2017 Q1	$97K	Hold	1,200	–	–	﹤0.01%	351
2016 Q4	$84K	Hold	1,200	–	–	﹤0.01%	352
2016 Q3	$93K	Hold	1,200	–	–	﹤0.01%	341
2016 Q2	$90K	Hold	1,200	–	–	﹤0.01%	332
2016 Q1	$87K	Hold	1,200	–	–	﹤0.01%	325
2015 Q4	$75K	Hold	1,200	–	–	﹤0.01%	368
2015 Q3	$73K	Hold	1,200	–	–	﹤0.01%	384
2015 Q2	$73K	Hold	1,200	–	–	﹤0.01%	384
2015 Q1	$63K	Hold	1,200	–	–	﹤0.01%	410
2014 Q4	$62K	Buy	+1,200	New	+$57K	﹤0.01%	406
2014 Q1	–	Sell	-300	Closed	-$15K	–	619
2013 Q4	$15K	Hold	300	–	–	﹤0.01%	495
2013 Q3	$9K	Buy	+300	New	+$13.3K	﹤0.01%	498

Other funds holding AVY

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's AVY Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Avery Dennison (AVY) position steady in Q2 2026 at 816 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AVY in Q3 2013 and has held it in 20 quarters since. The position peaked at $153K in Q4 2025. 297 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 816 shares of Avery Dennison worth $132K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Avery Dennison share count unchanged in Q2 2026.
Avery Dennison made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #359 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Avery Dennison in Q3 2013 and has held it in 20 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Avery Dennison position peaked at $153K in Q4 2025.
297 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.