Position in CAG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15,398
-$8,957 QoQ
Shares Held
1,144
-18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#630
of 779 holders
Holding Since
Dec 2020
20 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, 2026Concord Wealth Partners holds $109,822 across 3 Packaged Foods names. CAG ranks #2 (14.0% of the industry book) .
All Filings in CAG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,398 | 1,144 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $24,355 | 1,407 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $25,670 | 1,402 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $28,596 | 1,397 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $37,177 | 1,394 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $38,628 | 1,392 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $50,601 | 1,556 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $44,136 | 1,553 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $45,942 | 1,550 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $44,308 | 1,546 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $42,309 | 1,543 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $51,928 | 1,540 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,587 | 415 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $15,983 | 413 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $13,969 | 408 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $13,629 | 406 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $13,796 | 404 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $6,075 | 167 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,504 | 173 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,133 | 114 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||