Position in CPB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,181,555
+$9,705,599 QoQ
Shares Held
546,994
+392.0% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#43
of 603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPB Over Time
Shares Held
Position Value (USD)
Derivatives in CPB
reported options exposure · as of Sep 30, 2021CallValue
$20,905
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $168,518,054 across 35 Packaged Foods names. CPB ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
548,688 | $19,094,341 | |
| 2 | MKC |
Mccormick & Co Inc
|
348,554 | $17,574,092 | |
| 3 | CPB |
CAMPBELL'S Co
This page
|
546,994 | $12,181,555 | |
| 4 | CAG |
Conagra Brands Inc.
|
886,177 | $11,927,942 | |
| 5 | KHC |
Kraft Heinz Co
|
483,231 | $11,413,915 | |
| 6 | FLO |
Flowers Foods Inc
|
1,261,623 | $9,966,820 | |
| 7 | INGR |
Ingredion Inc
|
99,311 | $9,405,744 | |
| 8 | USNA |
Usana Health Sciences Inc
|
417,971 | $8,923,680 |
All Filings in CPB
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,181,555 | 546,994 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,475,956 | 111,179 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,476,193 | 88,848 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,772,052 | 151,110 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,686,379 | 87,647 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,813,246 | 45,422 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,169,760 | 51,809 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,414,348 | 49,353 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,104,478 | 112,956 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,902,611 | 110,295 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,553,984 | 59,079 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,189,563 | 53,300 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,770,438 | 38,732 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,012,597 | 36,606 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,840,572 | 32,433 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,514,719 | 32,146 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,459,759 | 30,380 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,146,251 | 25,718 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,102,623 | 25,371 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,172,436 | 28,042 | Shares | Sole | 2021-11-10 | |
| 2021-09-30 | $20,905 | 500 | Call | Sole | 2021-11-10 | |
| 2021-06-30 | $1,506,977 | 33,055 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,427,768 | 28,402 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,406,501 | 29,090 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,548,275 | 32,009 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,090,668 | 21,976 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,196,374 | 25,918 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||