Pinnacle Wealth Planning Services’s Flowers Foods FLO Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$34.9K	Sell	6,295 -3,073	-33%	-$22K	﹤0.01%	1511
2026 Q2	$74K	Buy	9,368 +9,084	+3,199%	+$72.7K	0.01%	1041
2026 Q1	$2.32K	Sell	284 -812	-74%	-$8.15K	﹤0.01%	2419
2025 Q4	$11.9K	Buy	+1,096	New	+$12.7K	﹤0.01%	1942
2021 Q1	–	Sell	-200	Closed	-$5K	–	923
2020 Q4	$5K	Buy	+200	New	+$4.66K	﹤0.01%	1648

Other funds holding FLO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hestia Capital Management Cranberry Township, Pennsylvania $52.9M AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's FLO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Flowers Foods (FLO) stake by 33% in Q3 2026, selling an estimated $22K and leaving 6,295 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Pinnacle Wealth Planning Services first reported a position in FLO in Q4 2020 and has held it in 5 quarters since. The position peaked at $74K in Q2 2026. 252 funds tracked by Wall St. Rank hold FLO as of Q3 2026.

Pinnacle Wealth Planning Services held 6,295 shares of Flowers Foods worth $34.9K as of Q3 2026.
Pinnacle Wealth Planning Services sold 3,073 Flowers Foods shares in Q3 2026, an estimated $22K.
Flowers Foods made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1511 holding.
Pinnacle Wealth Planning Services first reported a position in Flowers Foods in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Flowers Foods position peaked at $74K in Q2 2026.
252 funds tracked by Wall St. Rank held Flowers Foods as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.