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Junto Capital Management’s Conagra Brands CAG Stock Holding History

Junto Capital Management’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
2025
Q3 		– Sell
-1,173,261
Closed -$24M – 78
2025
Q2 		$24M Buy
+1,173,261
New +$27.5M 0.5% 69
2024
Q2 		– Sell
-420,948
Closed -$12.5M – 79
2024
Q1 		$12.5M Sell
420,948
-837,580
-67% -$23.9M 0.28% 72
2023
Q4 		$36.1M Buy
+1,258,528
New +$35.3M 0.81% 53

Other funds holding CAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Junto Capital Management's CAG Position: Q3 2025 in Review

Junto Capital Management sold out of Conagra Brands (CAG) in Q3 2025, closing a stake of 1,173,261 shares — an estimated $24M sold.

Junto Capital Management first reported a position in CAG in Q4 2023 and held it in 3 quarters. The position peaked at $36.1M in Q4 2023. 773 funds tracked by Wall St. Rank hold CAG as of Q3 2025.

  • Junto Capital Management reported no remaining Conagra Brands position as of Q3 2025 after selling out during the quarter.
  • Junto Capital Management sold 1,173,261 Conagra Brands shares in Q3 2025, an estimated $24M.
  • Junto Capital Management first reported a position in Conagra Brands in Q4 2023 and held it in 3 quarters.
  • Junto Capital Management's Conagra Brands position peaked at $36.1M in Q4 2023.
  • 773 funds tracked by Wall St. Rank held Conagra Brands as of Q3 2025.

Based on Junto Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.