Position in CAG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$63,517
+$35,300 QoQ
Shares Held
4,719
+162.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#141
of 233 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $612,675 across 32 Packaged Foods names. CAG ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
2,250 | $113,445 | |
| 2 | GIS |
General Mills Inc
|
2,936 | $102,172 | |
| 3 | SJM |
J M SMUCKER Co
|
568 | $63,900 | |
| 4 | CAG |
Conagra Brands Inc.
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|
4,719 | $63,517 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
1,144 | $49,397 | |
| 6 | DAR |
Darling Ingredients Inc.
|
899 | $49,103 | |
| 7 | KHC |
Kraft Heinz Co
|
1,815 | $42,870 | |
| 8 | CPB |
CAMPBELL'S Co
|
1,452 | $32,336 |
All Filings in CAG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,517 | 4,719 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $28,217 | 1,795 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,830 | 799 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $29,222 | 1,596 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,459 | 169 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,866 | 70 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $832 | 30 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $910 | 28 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $625 | 22 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $474 | 16 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $343 | 12 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $329 | 12 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $404 | 12 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $450 | 12 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $464 | 12 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||