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United Capital Financial Advisors’s Flowers Foods FLO Stock Holding History

United Capital Financial Advisors’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 		$357K Buy
45,224
+4,394
+11% +$35.2K ﹤0.01% 1291
2026
Q1 		$333K Buy
40,830
+14,517
+55% +$146K ﹤0.01% 1293
2025
Q4 		$286K Buy
+26,313
New +$305K ﹤0.01% 1187
2016
Q4 		– Sell
-11,645
Closed -$176K – 1275
2016
Q3 		$176K Sell
11,645
-34,997
-75% -$580K ﹤0.01% 1201
2016
Q2 		$886K Buy
46,642
+275
+0.6% +$5.12K 0.01% 772
2016
Q1 		$856K Sell
46,367
-205,470
-82% -$3.9M 0.01% 737
2015
Q4 		$5.41M Buy
251,837
+35,938
+17% +$875K 0.06% 312
2015
Q3 		$5.34M Buy
215,899
+26,539
+14% +$603K 0.06% 308
2015
Q2 		$4M Buy
189,360
+28,896
+18% +$649K 0.05% 398
2015
Q1 		$3.58M Buy
160,464
+22,395
+16% +$465K 0.04% 416
2014
Q4 		$2.65M Buy
138,069
+13,336
+11% +$252K 0.04% 399
2014
Q3 		$2.29M Buy
124,733
+7,454
+6% +$145K 0.04% 412
2014
Q2 		$2.47M Buy
117,279
+21,652
+23% +$448K 0.05% 374
2014
Q1 		$2.05M Buy
+95,627
New +$1.99M 0.04% 351
2013
Q4 		– Sell
-88,384
Closed -$1.9M – 684
2013
Q3 		$1.9M Sell
88,384
-14,419
-14% -$323K 0.06% 259
2013
Q2 		$2.27M Buy
+102,803
New +$2.25M 0.06% 289

Other funds holding FLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

United Capital Financial Advisors's FLO Position: Q2 2026 in Review

United Capital Financial Advisors increased its Flowers Foods (FLO) stake by 11% in Q2 2026, buying an estimated $35.2K and bringing the position to 45,224 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

United Capital Financial Advisors first reported a position in FLO in Q2 2013 and has held it in 16 quarters since. The position peaked at $5.41M in Q4 2015. 451 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

  • United Capital Financial Advisors held 45,224 shares of Flowers Foods worth $357K as of Q2 2026.
  • United Capital Financial Advisors bought 4,394 Flowers Foods shares in Q2 2026, an estimated $35.2K.
  • Flowers Foods made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1291 holding.
  • United Capital Financial Advisors first reported a position in Flowers Foods in Q2 2013 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Flowers Foods position peaked at $5.41M in Q4 2015.
  • 451 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.