WAM
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Wilsey Asset Management’s Conagra Brands CAG Stock Holding History

Wilsey Asset 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 		$31.9M Buy
2,371,086
+122,713
+5% +$1.71M 4.69% 15
2026
Q1 		$35.3M Buy
2,248,373
+45,721
+2% +$807K 5.54% 10
2025
Q4 		$38.1M Buy
+2,202,652
New +$39.1M 5.92% 6

Other funds holding CAG

QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wilsey Asset Management's CAG Position: Q2 2026 in Review

Wilsey Asset Management increased its Conagra Brands (CAG) stake by 5.5% in Q2 2026, buying an estimated $1.71M and bringing the position to 2,371,086 shares worth $31.9M. The position accounts for 4.69% of the portfolio, ranked #15.

Wilsey Asset Management first reported a position in CAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.1M in Q4 2025. 117 funds tracked by Wall St. Rank hold CAG as of Q2 2026.

  • Wilsey Asset Management held 2,371,086 shares of Conagra Brands worth $31.9M as of Q2 2026.
  • Wilsey Asset Management bought 122,713 Conagra Brands shares in Q2 2026, an estimated $1.71M.
  • Conagra Brands made up 4.69% of Wilsey Asset Management's portfolio in Q2 2026, its #15 holding.
  • Wilsey Asset Management first reported a position in Conagra Brands in Q4 2025 and has held it in 3 quarters since.
  • Wilsey Asset Management's Conagra Brands position peaked at $38.1M in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2026.

Based on Wilsey Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.