Position in CAG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$11,131
-$1,869 QoQ
Shares Held
827
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#647
of 779 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAG Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026GoalVest Advisory LLC holds $13,473 across 3 Packaged Foods names. CAG ranks #1 (82.6% of the industry book) .
All Filings in CAG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,131 | 827 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $13,000 | 827 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,315 | 827 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $15,142 | 827 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $16,928 | 827 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $22,269 | 835 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $22,949 | 827 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $26,894 | 827 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $23,503 | 827 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,512 | 827 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $26,453 | 923 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $641,052 | 23,379 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $759,340 | 22,519 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,130,631 | 30,102 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,103,917 | 28,525 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $871,938 | 26,722 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $773,104 | 22,579 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $268 | 8 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||