Position in CAG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,697
-$789 QoQ
Shares Held
349
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#686
of 779 holders
Holding Since
Mar 2024
10 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, 2026Center for Financial Planning, Inc. holds $314,304 across 5 Packaged Foods names. CAG ranks #3 (1.5% of the industry book) .
All Filings in CAG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,697 | 349 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,486 | 349 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,772 | 449 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,678 | 474 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,144 | 349 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,307 | 349 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,684 | 349 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,349 | 349 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,918 | 349 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $10,344 | 349 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||