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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
2026
Q2 		$138K Buy
+10,288
New +$144K ﹤0.01% 1166
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's CAG Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Conagra Brands (CAG) in Q2 2026: 10,288 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CAG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CAG in Q3 2018 and has held it in 3 quarters since. 788 funds tracked by Wall St. Rank hold CAG as of Q2 2026.

  • Mount Yale Investment Advisors held 10,288 shares of Conagra Brands worth $138K as of Q2 2026.
  • Conagra Brands was a new Mount Yale Investment Advisors position in Q2 2026.
  • Conagra Brands made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1166 holding.
  • Mount Yale Investment Advisors first reported a position in Conagra Brands in Q3 2018 and has held it in 3 quarters since.
  • 788 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.