WealthPlan Investment Management’s Flowers Foods FLO Stock Holding History

WealthPlan 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
2026 Q2	$84.8K	Buy	+10,736	New	+$85.9K	﹤0.01%	473

Other funds holding FLO

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

WealthPlan Investment Management's FLO Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Flowers Foods (FLO) in Q2 2026: 10,736 shares worth $84.8K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings.

125 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

WealthPlan Investment Management held 10,736 shares of Flowers Foods worth $84.8K as of Q2 2026.
Flowers Foods was a new WealthPlan Investment Management position in Q2 2026.
Flowers Foods made up ﹤0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #473 holding.
125 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.