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GoalVest Advisory’s Campbell Soup CPB Stock Holding History

GoalVest Advisory’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
Q3 		$833 Buy
+42
New +$931 ﹤0.01% 694
2026
Q1 		– Sell
-747
Closed -$20.8K – 467
2025
Q4 		$20.8K Buy
+747
New +$22.5K ﹤0.01% 349
2025
Q2 		– Sell
-4
Closed -$160 – 398
2025
Q1 		$160 Buy
+4
New +$157 ﹤0.01% 473

Other funds holding CPB

GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

GoalVest Advisory's CPB Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Campbell Soup (CPB) in Q3 2026: 42 shares worth $833. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CPB as recently as Q4 2025.

GoalVest Advisory first reported a position in CPB in Q1 2025 and has held it in 3 quarters since. The position peaked at $20.8K in Q4 2025. 40 funds tracked by Wall St. Rank hold CPB as of Q3 2026.

  • GoalVest Advisory held 42 shares of Campbell Soup worth $833 as of Q3 2026.
  • Campbell Soup was a new GoalVest Advisory position in Q3 2026.
  • Campbell Soup made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #694 holding.
  • GoalVest Advisory first reported a position in Campbell Soup in Q1 2025 and has held it in 3 quarters since.
  • GoalVest Advisory's Campbell Soup position peaked at $20.8K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Campbell Soup as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.