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Mount Yale Investment Advisors’s Conagra Brands CAG Stock Holding History

Mount Yale Investment Advisors’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
-109
Closed -$2.23K – 807
2025
Q2 		$2.23K Buy
+109
New +$2.55K ﹤0.01% 1321
2018
Q4 		– Sell
-1,188
Closed -$41K – 384
2018
Q3 		$41K Buy
+1,188
New +$43.4K 0.01% 638

Other funds holding CAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $124B AUM 33.93% 1-Year Est. Return

Mount Yale Investment Advisors's CAG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Conagra Brands (CAG) in Q3 2025, closing a stake of 109 shares — an estimated $2.23K sold.

Mount Yale Investment Advisors first reported a position in CAG in Q3 2018 and held it in 2 quarters. The position peaked at $41K in Q3 2018. 772 funds tracked by Wall St. Rank hold CAG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Conagra Brands position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 109 Conagra Brands shares in Q3 2025, an estimated $2.23K.
  • Mount Yale Investment Advisors first reported a position in Conagra Brands in Q3 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Conagra Brands position peaked at $41K in Q3 2018.
  • 772 funds tracked by Wall St. Rank held Conagra Brands as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.