Position in CAG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$310,091
+$133,257 QoQ
Shares Held
23,038
+104.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#409
of 779 holders
Holding Since
Mar 2022
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, 2026WealthPlan Investment Management, LLC holds $648,889 across 3 Packaged Foods names. CAG ranks #1 (47.8% of the industry book) .
All Filings in CAG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,091 | 23,038 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $176,834 | 11,249 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $189,025 | 10,920 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $189,911 | 10,372 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $245,764 | 9,215 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $252,913 | 9,114 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $296,387 | 9,114 | Shares | Sole | 2024-11-05 | |
| 2022-12-31 | $591,839 | 15,293 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $496,857 | 15,227 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $530,808 | 15,812 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||