Position in CAG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,467
+$1,294 QoQ
Shares Held
109
+990.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#725
of 778 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAG Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $103,037 across 6 Packaged Foods names. CAG ranks #5 (1.4% of the industry book) .
All Filings in CAG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467 | 109 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $173 | 10 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $183 | 10 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $204 | 10 | Shares | Sole | 2025-07-30 | |
| 2021-12-31 | $3,415 | 100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,387 | 100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,641 | 320 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||