Morningstar Investment Management LLC
Holdings in CPB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,247,447 | 188,283 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $7,960,117 | 252,062 | Shares | Sole | 2025-11-17 |
| 2024-09-30 | $208,888 | 4,270 | Shares | Sole | 2024-11-12 |