Position in CAG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,390,727
-$818,166 QoQ
Shares Held
474,794
+3.5% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#89
of 779 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $21,477,791 across 3 Packaged Foods names. CAG ranks #2 (29.8% of the industry book) .
All Filings in CAG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,390,727 | 474,794 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,208,893 | 458,581 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $220,979 | 12,766 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $219,280 | 11,976 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $395,071 | 19,300 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $581,726 | 21,812 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,291,457 | 46,539 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $536,710 | 16,504 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,668,495 | 93,895 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,254,418 | 76,060 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,830,026 | 63,853 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,901,631 | 69,352 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||