Position in CPB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,658,169
+$0 QoQ
Shares Held
119,361
0.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#106
of 615 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPB Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Morningstar Investment Management LLC holds $9,152,458 across 6 Packaged Foods names. CPB ranks #2 (29.0% of the industry book) .
All Filings in CPB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,658,169 | 119,361 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,658,169 | 119,361 | Shares | Sole | 2026-05-14 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||