John Overdeck’s B&G Foods BGS Stock Holding History

John Overdeck’s Portfolio BGS Stock Details BGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,500	Closed	-$384K	–	2772
2021 Q4	$384K	Sell	12,500 -50,000	-80%	-$1.53M	﹤0.01%	3469
2021 Q3	$1.87M	Buy	62,500 +38,700	+163%	+$1.16M	﹤0.01%	2055
2021 Q2	$781K	Buy	23,800 +7,700	+48%	+$237K	﹤0.01%	2707
2021 Q1	$500K	Sell	16,100 -12,200	-43%	-$384K	﹤0.01%	2935
2020 Q4	$785K	Buy	28,300 +6,600	+30%	+$186K	﹤0.01%	2188
2020 Q3	$603K	Buy	+21,700	New	+$607K	﹤0.01%	2099
2020 Q1	–	Sell	-22,300	Closed	-$400K	–	3115
2019 Q4	$400K	Sell	22,300 -29,500	-57%	-$496K	﹤0.01%	2969
2019 Q3	$980K	Buy	51,800 +36,400	+236%	+$699K	﹤0.01%	2017
2019 Q2	$320K	Buy	+15,400	New	+$355K	﹤0.01%	2827
2019 Q1	–	Sell	-15,400	Closed	-$445K	–	3020
2018 Q4	$445K	Buy	+15,400	New	+$441K	﹤0.01%	2186

Other funds holding BGS

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DIA

Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

John Overdeck's BGS Position: Q2 2026 in Review

John Overdeck reduced its B&G Foods (BGS) stake by 77% in Q2 2026, selling an estimated $11.5M and leaving 738,207 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

John Overdeck first reported a position in BGS in Q2 2013 and has held it in 25 quarters since. The position peaked at $15.5M in Q1 2026. 181 funds tracked by Wall St. Rank hold BGS as of Q2 2026.

John Overdeck held 738,207 shares of B&G Foods worth $2.94M as of Q2 2026.
John Overdeck sold 2,482,982 B&G Foods shares in Q2 2026, an estimated $11.5M.
B&G Foods made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2646 holding.
John Overdeck first reported a position in B&G Foods in Q2 2013 and has held it in 25 quarters since.
John Overdeck's B&G Foods position peaked at $15.5M in Q1 2026.
181 funds tracked by Wall St. Rank held B&G Foods as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.