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Lancaster Colony shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Lancaster Colony (MZTI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Lancaster Colony

Tip: Access up to 7 years of quarterly data

All positions including Lancaster Colony held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lancaster Colony by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $857k 5.0k 172.79
2025-06-30 $23k 133 172.77
2025-03-31 $3.2k 18 175.00
2024-12-31 $2.8k 16 173.19
2018-12-31 $265k 1.5k 176.67

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Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
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Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Lancaster Colony

BlackRock
Vanguard Group
State Street Corporation
William Blair Investment Management
First Trust Advisors
Geode Capital Management
Dimensional Fund Advisors
London Company
Renaissance Technologies
Btim
Thrivent Financial for Lutherans
Silvercrest Asset Management Group
Grantham, Mayo, Van Otterloo & Co
Charles Schwab Investment Management
Morgan Stanley

View all funds holding Lancaster Colony