Polymer Capital Management
CAG icon

Polymer Capital Management’s Conagra Brands CAG Stock Holding History

Polymer 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
2026
Q3 		$1.07M Sell
79,369
-19,257
-20% -$289K 0.15% 193
2026
Q2 		$1.33M Buy
+98,626
New +$1.38M 0.18% 162
2025
Q4 		– Sell
-37,818
Closed -$692K – 785
2025
Q3 		$692K Sell
37,818
-31,432
-45% -$603K 0.07% 326
2025
Q2 		$1.42M Buy
69,250
+47,637
+220% +$1.12M 0.17% 143
2025
Q1 		$576K Buy
+21,613
New +$558K 0.15% 138

Other funds holding CAG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ilex Capital Partners
Ilex Capital Partners London, United Kingdom $5.15B AUM 9.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Polymer Capital Management's CAG Position: Q3 2026 in Review

Polymer Capital Management reduced its Conagra Brands (CAG) stake by 20% in Q3 2026, selling an estimated $289K and leaving 79,369 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #193.

Polymer Capital Management first reported a position in CAG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.42M in Q2 2025. 627 funds tracked by Wall St. Rank hold CAG as of Q3 2026.

  • Polymer Capital Management held 79,369 shares of Conagra Brands worth $1.07M as of Q3 2026.
  • Polymer Capital Management sold 19,257 Conagra Brands shares in Q3 2026, an estimated $289K.
  • Conagra Brands made up 0.15% of Polymer Capital Management's portfolio in Q3 2026, its #193 holding.
  • Polymer Capital Management first reported a position in Conagra Brands in Q1 2025 and has held it in 5 quarters since.
  • Polymer Capital Management's Conagra Brands position peaked at $1.42M in Q2 2025.
  • 627 funds tracked by Wall St. Rank held Conagra Brands as of Q3 2026.

Based on Polymer Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.