Creative Planning
CAG icon

Creative Planning’s Conagra Brands CAG Stock Holding History

Creative 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
2020
Q2 		– Sell
-400
Closed -$1K – 2031
2020
Q1 		$1K Buy
+400
New +$12.1K ﹤0.01% 1841

Other funds holding CAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's CAG Position: Q1 2026 in Review

Creative Planning reduced its Conagra Brands (CAG) stake by 6.5% in Q1 2026, selling an estimated $647K and leaving 529,515 shares worth $8.32M. The position accounts for 0.01% of the portfolio, ranked #816.

Creative Planning first reported a position in CAG in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.8M in Q4 2025. 784 funds tracked by Wall St. Rank hold CAG as of Q1 2026.

  • Creative Planning held 529,515 shares of Conagra Brands worth $8.32M as of Q1 2026.
  • Creative Planning sold 36,631 Conagra Brands shares in Q1 2026, an estimated $647K.
  • Conagra Brands made up 0.01% of Creative Planning's portfolio in Q1 2026, its #816 holding.
  • Creative Planning first reported a position in Conagra Brands in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Conagra Brands position peaked at $9.8M in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Conagra Brands as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.