Conagra Brands, Inc.· CAG

🇺🇸 US · MidSP500NYSE

Consumer DefensivePackaged FoodsWebsite

Price: $15.00
Day: +0.60%
Mkt Cap: $7.18B
52W Range: $12.53 – $20.32
Volume: 12.09M
Beta: -0.05

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Conagra Brands, Inc.

CAG|Consumer Defensive|Packaged Foods

Current price: $15

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$510.6K

Net share flow+35.0K

Purchases1 ($510.6K)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

JANA PARTNERS LLC

Sale

$105.7M

May 6

Batcheler Colleen

Sale

$2.6M

Apr 19

McGough Thomas M

Sale

$2.5M

Aug 2

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership85.1%

13F share flow-10.8%

Investors holding825

+535 adding-389 reducing

125

410

252

137

New 125Inc 410Red 252Closed 137

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$788.4M

+8.9%

STATE STREET CORP

$393.4M

+1.4%

INVESCO LTD.

$327.6M

+17.9%

DIMENSIONAL FUND ADVISORS LP

$303.8M

+9.6%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting224

Total shares held98.7M

Share flow-7.9%

43 buying32 selling

149

Buying 43Unchanged 149Selling 32

Top Fund Holders

Fund

Weight

Change

Fidelity Central Investment Portfolios LLC

40.2K

0.22%

MP63 FUND INC

32.1K

215.26%

AMERICAN CENTURY ETF TRUST

22.9K

0.01%

-7.2K

GMO TRUST

20.0K

0.00%

+1.6K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore CAG on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CAG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+11

Institutional Flow

50% weight

+14

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for CAG

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Light insider buying in Q3 2026

Meaningful: 1 purchase totaling $510.6K (35.0K shares)

Limited history to compare against

Buying is rare, only seen in 2 of 7 quarters

Notable Recent Transactions, CAG

Top 8 highest-value recent insider trades

JANA PARTNERS LLC

Director

Sell

2,811,853 shares at $37.60

May 6, 2021$105.73M

Batcheler Colleen

Officer

Sell

72,480 shares at $36.02

Apr 19, 2022$2.61M

McGough Thomas M

COO

Sell

75,522 shares at $33.07

Aug 2, 2023$2.50M

Wise Robert G

Officer

Sell

50,000 shares at $40.90

Jan 6, 2023$2.04M

McGough Thomas M

COO

Sell

50,000 shares at $37.51

Apr 16, 2021$1.88M

McGough Thomas M

COO

Sell

49,800 shares at $35.00

Jan 10, 2022$1.74M

McGough Thomas M

COO

Sell

45,000 shares at $38.66

Apr 6, 2023$1.74M

McGough Thomas M

COO

Sell

45,660 shares at $37.55

Mar 19, 2021$1.71M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for CAG

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

85.1% institutional ownership

Slight accumulation: 535 adding vs 389 reducing

13F shares decreased by 0.6%, a modest change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+247 growing-599 shrinkingNet: -352

193

519

New (54)

Increased (193)

Reduced (80)

Closed (519)

Top Institutional Holders, CAG

Largest 8 institutional positions by ownership percentage as of Q2 2026

WILSEY ASSET MANAGEMENT INC

2.4M

$31.9M

Ownership

0.50%

+5.5%

PRINCIPAL FINANCIAL GROUP INC

2.3M

$30.9M

Ownership

0.48%

+330.7%

CITIGROUP INC

1.0M

$13.8M

Ownership

0.21%

+22.8%

F&V CAPITAL MANAGEMENT, LLC

891.4K

$12.0M

Ownership

0.19%

-0.1%

QSM ASSET MANAGEMENT LTD

753.7K

$10.3M

Ownership

0.16%

+10.2%

KORNITZER CAPITAL MANAGEMENT INC /KS

694.5K

$9.3M

Ownership

0.14%

+6.5%

ENVESTNET ASSET MANAGEMENT INC

592.6K

$8.0M

Ownership

0.12%

+7.5%

SOUND INCOME STRATEGIES, LLC

515.8K

$6.9M

Ownership

0.11%

+19.7%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 224 ETFs and mutual funds reporting

43 buying32 sellingNet: +11

149

Buying (43)

Unchanged (149)

Selling (32)

Bullish Signal

Funds accumulating in Q2 2026

224 ETFs and mutual funds reporting

43 buying vs 32 selling (balanced)

Top Fund Holders, CAG

Largest 8 ETF and mutual fund positions by shares held as of latest filing

Fidelity Central Investment Portfolios LLC

40.2K

Weight

0.22%

No change

MP63 FUND INC

32.1K

Weight

215.26%

No change

AMERICAN CENTURY ETF TRUST

22.9K

Weight

0.01%

Decreased

GMO TRUST

20.0K

Weight

0.00%

Increased

BNY MELLON FUNDS TRUST

19.8K

Weight

0.13%

Decreased

Voya Global Advantage & Premium Opportunity Fund

17.3K

Weight

37.82%

No change

Goldman Sachs ETF Trust II

16.3K

Weight

1.22%

Increased

SSGA FUNDS

14.7K

Weight

2.83%

No change

Conagra Brands, Inc.· CAG

Holdings Analysis

Insider Trading Activity

1.3Transaction History36Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings110Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History36Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings110Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights