Hillman Capital Management’s Campbell Soup CPB Stock Holding History

Hillman Capital Management’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	$3.7M	Buy	166,178 +25,494	+18%	+$655K	2.57%	19
2025 Q4	$3.92M	Sell	140,684 -32,350	-19%	-$973K	2.47%	19
2025 Q3	$5.46M	Buy	173,034 +78,824	+84%	+$2.55M	3.18%	11
2025 Q2	$2.89M	Sell	94,210 -9,562	-9%	-$336K	1.58%	37
2025 Q1	$4.14M	Sell	103,772 -37,568	-27%	-$1.47M	2.04%	20
2024 Q4	$5.92M	Sell	141,340 -2,666	-2%	-$120K	2.2%	25
2024 Q3	$7.04M	Hold	144,006	–	–	2.42%	20
2024 Q2	$6.51M	Sell	144,006 -797	-0.6%	-$35.5K	2.3%	23
2024 Q1	$6.44M	Buy	+144,803	New	+$6.27M	2.07%	31
2020 Q1	–	Sell	-6,973	Closed	-$345K	–	41
2019 Q4	$345K	Buy	+6,973	New	+$331K	0.24%	37
2013 Q3	–	Sell	-18,995	Closed	-$907K	–	41
2013 Q2	$907K	Buy	+18,995	New	+$863K	1.26%	29

Other funds holding CPB

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return

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

Hillman Capital Management's CPB Position: Q1 2026 in Review

Hillman Capital Management increased its Campbell Soup (CPB) stake by 18% in Q1 2026, buying an estimated $655K and bringing the position to 166,178 shares worth $3.7M. The position accounts for 2.57% of the portfolio, ranked #19.

Hillman Capital Management first reported a position in CPB in Q2 2013 and has held it in 11 quarters since. The position peaked at $7.04M in Q3 2024. 582 funds tracked by Wall St. Rank hold CPB as of Q1 2026.

Hillman Capital Management held 166,178 shares of Campbell Soup worth $3.7M as of Q1 2026.
Hillman Capital Management bought 25,494 Campbell Soup shares in Q1 2026, an estimated $655K.
Campbell Soup made up 2.57% of Hillman Capital Management's portfolio in Q1 2026, its #19 holding.
Hillman Capital Management first reported a position in Campbell Soup in Q2 2013 and has held it in 11 quarters since.
Hillman Capital Management's Campbell Soup position peaked at $7.04M in Q3 2024.
582 funds tracked by Wall St. Rank held Campbell Soup as of Q1 2026.

Based on Hillman Capital Management's 13F filing for Q1 2026, filed 15 May 2026.