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Tortoise Investment Management’s Flowers Foods FLO Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-4
Closed -$52 – 671
2025
Q3 		$52 Buy
+4
New +$61 ﹤0.01% 1497

Other funds holding FLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Tortoise Investment Management's FLO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Flowers Foods (FLO) in Q4 2025, closing a stake of 4 shares — an estimated $52 sold.

Tortoise Investment Management first reported a position in FLO in Q3 2025 and held it in 1 quarter. The position peaked at $52 in Q3 2025. 436 funds tracked by Wall St. Rank hold FLO as of Q4 2025.

  • Tortoise Investment Management reported no remaining Flowers Foods position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 Flowers Foods shares in Q4 2025, an estimated $52.
  • Tortoise Investment Management first reported a position in Flowers Foods in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Flowers Foods position peaked at $52 in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Flowers Foods as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.