Disciplined Equity Management, Inc.
Position in CAG — Conagra Brands Inc.
CIK 1909380
NEPTUNE BEACH, FL
Position in CAG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,118,334
+$32,762 QoQ
Shares Held
157,380
+18.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
4.51%
of 13F equity value
Holder Rank
#168
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, 2026Disciplined Equity Management, Inc. holds $3,489,002 across 2 Packaged Foods names. CAG ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
This page
|
157,380 | $2,118,334 | |
| 2 | KHC |
Kraft Heinz Co
|
58,030 | $1,370,668 |
All Filings in CAG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,118,334 | 157,380 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,085,572 | 132,670 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $941,490 | 54,390 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,508,927 | 82,410 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,672,603 | 81,710 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,939,975 | 72,740 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $972,082 | 35,030 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,139,175 | 35,030 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,016,867 | 35,780 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,060,519 | 35,780 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||