Position in CPB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$366,074
+$103,006 QoQ
Shares Held
16,438
+91.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 603 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CPB Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,090,947 across 7 Packaged Foods names. CPB ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
18,671 | $649,750 | |
| 2 | KHC |
Kraft Heinz Co
|
26,133 | $617,261 | |
| 3 | CAG |
Conagra Brands Inc.
|
35,786 | $481,679 | |
| 4 | FLO |
Flowers Foods Inc
|
49,631 | $392,084 | |
| 5 | CPB |
CAMPBELL'S Co
This page
|
16,438 | $366,074 | |
| 6 | SENEA |
Seneca Foods Corp
|
1,989 | $345,966 | |
| 7 | MKC |
Mccormick & Co Inc
|
4,723 | $238,133 |
All Filings in CPB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,074 | 16,438 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $263,068 | 8,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $341,156 | 8,546 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $242,904 | 5,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $340,532 | 6,961 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||