Modern Wealth Management’s Flowers Foods FLO Stock Holding History

Modern Wealth Management’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
2026 Q2	$106K	Sell	13,453 -1,629	-11%	-$13K	﹤0.01%	1073
2026 Q1	$123K	Buy	+15,082	New	+$151K	﹤0.01%	858
2025 Q4	–	Sell	-21,080	Closed	-$275K	–	864
2025 Q3	$275K	Sell	21,080 -350	-2%	-$5.3K	0.01%	668
2025 Q2	$342K	Sell	21,430 -1,516	-7%	-$26.1K	0.01%	576
2025 Q1	$436K	Buy	22,946 +2,201	+11%	+$42.1K	0.01%	446
2024 Q4	$429K	Buy	20,745 +265	+1%	+$5.83K	0.02%	387
2024 Q3	$472K	Sell	20,480 -73	-0.4%	-$1.66K	0.03%	261
2024 Q2	$456K	Buy	+20,553	New	+$487K	0.03%	237

Other funds holding FLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Modern Wealth Management's FLO Position: Q2 2026 in Review

Modern Wealth Management reduced its Flowers Foods (FLO) stake by 11% in Q2 2026, selling an estimated $13K and leaving 13,453 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Modern Wealth Management first reported a position in FLO in Q2 2024 and has held it in 8 quarters since. The position peaked at $472K in Q3 2024. 451 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

Modern Wealth Management held 13,453 shares of Flowers Foods worth $106K as of Q2 2026.
Modern Wealth Management sold 1,629 Flowers Foods shares in Q2 2026, an estimated $13K.
Flowers Foods made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1073 holding.
Modern Wealth Management first reported a position in Flowers Foods in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's Flowers Foods position peaked at $472K in Q3 2024.
451 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.