Brandywine Managers’s Campbell Soup CPB Stock Holding History

Brandywine Managers’s Portfolio CPB Stock Details CPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74.1M	Hold	3,329,500	–	–	43.64%	1
2025 Q4	$92.8M	Buy	+3,329,500	New	+$100M	45.88%	1
2024 Q3	–	Sell	-24,014	Closed	-$1.09M	–	36
2024 Q2	$1.09M	Hold	24,014	–	–	1.15%	14
2024 Q1	$1.07M	Hold	24,014	–	–	1.05%	13
2023 Q4	$1.04M	Hold	24,014	–	–	1.14%	12
2023 Q3	$986K	Hold	24,014	–	–	1.66%	9
2023 Q2	$1.1M	Hold	24,014	–	–	0.72%	17
2023 Q1	$1.32M	Hold	24,014	–	–	0.94%	14
2022 Q4	$1.36M	Hold	24,014	–	–	4.76%	4
2022 Q3	$1.13M	Hold	24,014	–	–	3.72%	4
2022 Q2	$1.15M	Hold	24,014	–	–	2.83%	5
2022 Q1	$1.07M	Hold	24,014	–	–	1.85%	10
2021 Q4	$1.04M	Hold	24,014	–	–	1.18%	17
2021 Q3	$1M	Hold	24,014	–	–	1.05%	20
2021 Q2	$1.09M	Hold	24,014	–	–	1.25%	20
2021 Q1	$1.21M	Hold	24,014	–	–	1.6%	14
2020 Q4	$1.16M	Hold	24,014	–	–	1.6%	13
2020 Q3	$1.16M	Hold	24,014	–	–	2.2%	8
2020 Q2	$1.19M	Sell	24,014 -5,803,234	-100%	-$288M	4.89%	6
2020 Q1	$269M	Sell	5,827,248 -81,766	-1%	-$3.93M	94.59%	1
2019 Q4	$292M	Buy	5,909,014 +300,000	+5%	+$14.2M	87.56%	1
2019 Q3	$263M	Hold	5,609,014	–	–	88.05%	1
2019 Q2	$225M	Hold	5,609,014	–	–	84.24%	1
2019 Q1	$214M	Hold	5,609,014	–	–	85.71%	1
2018 Q4	$185M	Hold	5,609,014	–	–	87.27%	1
2018 Q3	$205M	Hold	5,609,014	–	–	87.87%	1
2018 Q2	$227M	Buy	5,609,014 +1,900,000	+51%	+$74M	90.57%	1
2018 Q1	$161M	Hold	3,709,014	–	–	88.27%	1
2017 Q4	$178M	Hold	3,709,014	–	–	50.12%	1
2017 Q3	$174M	Hold	3,709,014	–	–	50.5%	1
2017 Q2	$193M	Hold	3,709,014	–	–	54.75%	1
2017 Q1	$212M	Hold	3,709,014	–	–	57.4%	1
2016 Q4	$224M	Hold	3,709,014	–	–	51.81%	1
2016 Q3	$203M	Hold	3,709,014	–	–	45.4%	1
2016 Q2	$247M	Hold	3,709,014	–	–	49.01%	1
2016 Q1	$237M	Sell	3,709,014 -13,001	-0.3%	-$764K	47.97%	1
2015 Q4	$196M	Sell	3,722,015 -160,000	-4%	-$8.19M	64.58%	1
2015 Q3	$197M	Buy	3,882,015 +3,668,290	+1,716%	+$180M	65.59%	1
2015 Q2	$10.2M	Sell	213,725 -320,000	-60%	-$14.9M	7.14%	2
2015 Q1	$24.8M	Buy	533,725 +480,000	+893%	+$22.2M	63.84%	1
2014 Q4	$2.36M	Hold	53,725	–	–	48.41%	1
2014 Q3	$2.3M	Buy	+53,725	New	+$2.35M	51.85%	1

Other funds holding CPB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brandywine Managers's CPB Position: Q1 2026 in Review

Brandywine Managers held its Campbell Soup (CPB) position steady in Q1 2026 at 3,329,500 shares worth $74.1M. The position accounts for 43.64% of the portfolio, ranked #1.

Brandywine Managers first reported a position in CPB in Q3 2014 and has held it in 42 quarters since. The position peaked at $292M in Q4 2019. 580 funds tracked by Wall St. Rank hold CPB as of Q1 2026.

Brandywine Managers held 3,329,500 shares of Campbell Soup worth $74.1M as of Q1 2026.
Brandywine Managers left its Campbell Soup share count unchanged in Q1 2026.
Campbell Soup made up 43.64% of Brandywine Managers's portfolio in Q1 2026, its #1 holding.
Brandywine Managers first reported a position in Campbell Soup in Q3 2014 and has held it in 42 quarters since.
Brandywine Managers's Campbell Soup position peaked at $292M in Q4 2019.
580 funds tracked by Wall St. Rank held Campbell Soup as of Q1 2026.

Based on Brandywine Managers's 13F filing for Q1 2026, filed 14 May 2026.