Position in CAG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$33,448
+$30,226 QoQ
Shares Held
2,485
+1112.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#600
of 779 holders
Holding Since
Mar 2020
25 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, 2026Clearstead Advisors, LLC holds $4,943,069 across 35 Packaged Foods names. CAG ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
20,234 | $1,020,198 | |
| 2 | KHC |
Kraft Heinz Co
|
39,438 | $931,525 | |
| 3 | GIS |
General Mills Inc
|
26,105 | $908,454 | |
| 4 | INGR |
Ingredion Inc
|
6,104 | $578,109 | |
| 5 | SJM |
J M SMUCKER Co
|
4,686 | $527,175 | |
| 6 | DAR |
Darling Ingredients Inc.
|
4,058 | $221,647 | |
| 7 | PPC |
Pilgrims Pride Corp
|
7,468 | $209,925 | |
| 8 | POST |
Post Holdings, Inc.
|
2,359 | $208,205 |
All Filings in CAG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,448 | 2,485 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,222 | 205 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,980 | 1,732 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $68,882 | 3,762 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,087 | 2,398 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $74,702 | 2,801 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73,676 | 2,655 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $88,291 | 2,715 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $76,648 | 2,697 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $888 | 31 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,968 | 400 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,903 | 353 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,164 | 244 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,591 | 222 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,447 | 596 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $34,103 | 996 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $33,435 | 996 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $21,241 | 622 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,454 | 722 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,486 | 838 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $30,380 | 808 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $29,298 | 808 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $28,853 | 808 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,068 | 400 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,736 | 400 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||