Position in CAG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,394
+$375 QoQ
Shares Held
534
+21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
9 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, 2026Clearstead Trust, LLC holds $122,734 across 10 Packaged Foods names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,610 | $38,028 | |
| 2 | CPB |
CAMPBELL'S Co
|
1,076 | $23,962 | |
| 3 | INGR |
Ingredion Inc
|
236 | $22,351 | |
| 4 | SJM |
J M SMUCKER Co
|
120 | $13,500 | |
| 5 | POST |
Post Holdings, Inc.
|
63 | $5,560 | |
| 6 | DAR |
Darling Ingredients Inc.
|
101 | $5,516 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
120 | $5,181 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
200 | $4,964 |
All Filings in CAG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,394 | 534 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $8,019 | 438 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $33,488 | 1,636 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,014 | 263 | Shares | Sole | 2025-05-09 | |
| 2023-09-30 | $10,968 | 400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,488 | 400 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,024 | 400 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $15,480 | 400 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,052 | 400 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||