Center for Financial Planning’s Conagra Brands CAG Stock Holding History

Center for Financial Planning’s Portfolio CAG Stock Details CAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.7K	Hold	349	–	–	﹤0.01%	550
2026 Q1	$5.49K	Sell	349 -100	-22%	-$1.76K	﹤0.01%	536
2025 Q4	$7.77K	Sell	449 -25	-5%	-$444	﹤0.01%	522
2025 Q3	$8.68K	Buy	474 +125	+36%	+$2.4K	﹤0.01%	505
2025 Q2	$7.14K	Hold	349	–	–	﹤0.01%	489
2025 Q1	$9.31K	Hold	349	–	–	﹤0.01%	478
2024 Q4	$9.69K	Hold	349	–	–	﹤0.01%	425
2024 Q3	$11.3K	Hold	349	–	–	﹤0.01%	389
2024 Q2	$9.92K	Hold	349	–	–	﹤0.01%	397
2024 Q1	$10.3K	Buy	+349	New	+$9.96K	﹤0.01%	404
2020 Q1	–	Sell	-100	Closed	-$3K	–	572
2019 Q4	$3K	Buy	+100	New	+$2.9K	﹤0.01%	397

Other funds holding CAG

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Center for Financial Planning's CAG Position: Q2 2026 in Review

Center for Financial Planning held its Conagra Brands (CAG) position steady in Q2 2026 at 349 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Center for Financial Planning first reported a position in CAG in Q4 2019 and has held it in 11 quarters since. The position peaked at $11.3K in Q3 2024. 204 funds tracked by Wall St. Rank hold CAG as of Q2 2026.

Center for Financial Planning held 349 shares of Conagra Brands worth $4.7K as of Q2 2026.
Center for Financial Planning left its Conagra Brands share count unchanged in Q2 2026.
Conagra Brands made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #550 holding.
Center for Financial Planning first reported a position in Conagra Brands in Q4 2019 and has held it in 11 quarters since.
Center for Financial Planning's Conagra Brands position peaked at $11.3K in Q3 2024.
204 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.