WealthPlan Investment Management’s Conagra Brands CAG Stock Holding History

WealthPlan Investment 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 Q2	$310K	Buy	23,038 +11,789	+105%	+$165K	0.02%	393
2026 Q1	$177K	Buy	11,249 +329	+3%	+$5.81K	0.01%	451
2025 Q4	$189K	Buy	10,920 +548	+5%	+$9.73K	0.01%	368
2025 Q3	$190K	Buy	+10,372	New	+$199K	0.01%	325
2025 Q2	–	Sell	-9,215	Closed	-$246K	–	347
2025 Q1	$246K	Buy	9,215 +101	+1%	+$2.61K	0.02%	243
2024 Q4	$253K	Hold	9,114	–	–	0.03%	232
2024 Q3	$296K	Buy	+9,114	New	+$279K	0.03%	210
2023 Q1	–	Sell	-15,293	Closed	-$562K	–	458
2022 Q4	$562K	Buy	15,293 +66	+0.4%	+$2.39K	0.04%	240
2022 Q3	$582K	Buy	+15,227	New	+$523K	0.04%	224
2022 Q1	$552K	Buy	+15,812	New	+$539K	0.04%	238

Other funds holding CAG

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

WealthPlan Investment Management's CAG Position: Q2 2026 in Review

WealthPlan Investment Management increased its Conagra Brands (CAG) stake by 105% in Q2 2026, buying an estimated $165K and bringing the position to 23,038 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #393.

WealthPlan Investment Management first reported a position in CAG in Q1 2022 and has held it in 10 quarters since. The position peaked at $582K in Q3 2022. 257 funds tracked by Wall St. Rank hold CAG as of Q2 2026.

WealthPlan Investment Management held 23,038 shares of Conagra Brands worth $310K as of Q2 2026.
WealthPlan Investment Management bought 11,789 Conagra Brands shares in Q2 2026, an estimated $165K.
Conagra Brands made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #393 holding.
WealthPlan Investment Management first reported a position in Conagra Brands in Q1 2022 and has held it in 10 quarters since.
WealthPlan Investment Management's Conagra Brands position peaked at $582K in Q3 2022.
257 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.