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Rothschild Investment LLC’s Flowers Foods FLO Stock Holding History

Rothschild Investment LLC’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 		$89.8K Buy
11,372
+10,076
+777% +$80.7K ﹤0.01% 1084
2026
Q1 		$10.6K Sell
1,296
-11,440
-90% -$115K ﹤0.01% 1665
2025
Q4 		$139K Buy
12,736
+11,383
+841% +$132K 0.01% 731
2025
Q3 		$17.7K Buy
1,353
+1,243
+1,130% +$18.8K ﹤0.01% 1268
2025
Q2 		$1.76K Buy
+110
New +$1.9K ﹤0.01% 2156
2025
Q1 		– Sell
-22
Closed -$455 – 3045
2024
Q4 		$455 Buy
+22
New +$484 ﹤0.01% 2572

Other funds holding FLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rothschild Investment LLC's FLO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Flowers Foods (FLO) stake by 777% in Q2 2026, buying an estimated $80.7K and bringing the position to 11,372 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Rothschild Investment LLC first reported a position in FLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $139K in Q4 2025. 356 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

  • Rothschild Investment LLC held 11,372 shares of Flowers Foods worth $89.8K as of Q2 2026.
  • Rothschild Investment LLC bought 10,076 Flowers Foods shares in Q2 2026, an estimated $80.7K.
  • Flowers Foods made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1084 holding.
  • Rothschild Investment LLC first reported a position in Flowers Foods in Q4 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Flowers Foods position peaked at $139K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.