Conagra Brands, Inc.· CAG

🇺🇸 US · MidSP600NYSE

Consumer Defensive Packaged Foods Website

Price: $15.27
Day: -1.36%
Mkt Cap: $7.31B
52W Range: $12.53 – $20.32
Volume: 11.09M
Beta: -0.05

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.8 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 831 institutions hold; 484 added, 212 reduced
Insiders Q3 2026: 1 purchase ($510.6K), no sales

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Conagra Brands, Inc.

CAG|Consumer Defensive|Packaged Foods

Current price: $15

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

—

buy-only quarter

Seller breadth · Q3 2026

0 sellers

vs 0.5 avg per quarter

Institutional net breadth · Q2 2026

+265

642 adding vs 377 reducing

Institutional ownership · Q2 2026

89.5%

831 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

79.6M

+58.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

29.2M

+22.8%

VANGUARD CAPITAL MANAGEMENT LLC

21.6M

-30.6%

AQR CAPITAL MANAGEMENT LLC

20.5M

+179.9%

STATE STREET CORP

16.5M

-33.9%

DIMENSIONAL FUND ADVISORS LP

15.3M

-21.0%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

282

84 buying282 unchanged60 selling

426 funds held CAG in Q2 2026, holding 232.9M shares between them, up 13.6% on the quarter.

Largest fund holders

Northern Lights Fund Trust75.2K sh

DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO15.5K sh

SEASONS SERIES TRUST15.4K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Jul 17

Brase John P

$510.6K

Purchase · Apr 14

LENNY RICHARD H

$358.5K

Purchase · Apr 14

Mulligan John J

$250.4K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

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

Explore CAG on stockoscope.com→

Generated September 12, 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

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+11

Institutional Flow

50% weight

+66

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.8/5 (Bullish) 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 September 11, 2026.

Insider Trading Activity

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

Insider Selling Pace for CAG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Light insider buying in Q3 2026

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

Limited history to compare against

—

Selling pace

buy-only quarter

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

in Q3 2026

$510.6K

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, CAG

Top 5 highest-value insider trades from the last 8 quarters

Brase John P

CEO

Buy

35,000 shares at $14.59

≈100.0% of their stake after buying

Jul 17, 2026$510.63K

LENNY RICHARD H

Director

Buy

25,000 shares at $14.34

≈10.9% of their stake after buying

Apr 14, 2026$358.50K

Mulligan John J

Director

Buy

17,500 shares at $14.31

≈84.4% of their stake after buying

Apr 14, 2026$250.40K

Napier Melissa C.

SVP, Corporate Controller

Sell

13,011 shares at $17.19

≈100.0% of their stake at the time

Nov 4, 2025$223.66K

BROWN THOMAS K

Director

Buy

10,000 shares at $18.72

≈16.6% of their stake after buying

Oct 7, 2025$187.20K

Institutional Ownership Analysis

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

Institutional Positions for CAG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

89.5% institutional ownership

Moderate accumulation: 642 adding vs 377 reducing

13F shares increased by 4.8%, a notable change

Momentum improving from prior quarter

+265

Net breadth

642 adding vs 377 reducing

Accumulating

1.70

Add / reduce ratio

in Q2 2026

-7

New − closed

158 initiated, 165 exited

4 of 10

Top holders adding

largest holders that added

Position Changes

Q2 2026: how are institutions adjusting their positions?

+642 growing-377 shrinkingNet: +265

158

484

212

165

New (158)

Increased (484)

Reduced (212)

Closed (165)

Top Institutional Holders, CAG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

79.6M

$1.1B

Ownership

16.62%

+58.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

29.2M

$393.1M

Ownership

6.10%

+22.8%

VANGUARD CAPITAL MANAGEMENT LLC

21.6M

$290.3M

Ownership

4.50%

-30.6%

AQR CAPITAL MANAGEMENT LLC

20.5M

$275.9M

Ownership

4.28%

+179.9%

STATE STREET CORP

16.5M

$222.6M

Ownership

3.45%

-33.9%

DIMENSIONAL FUND ADVISORS LP

15.3M

$205.6M

Ownership

3.19%

-21.0%

TWO SIGMA INVESTMENTS, LP

13.2M

$177.5M

Ownership

2.75%

-29.5%

GOLDMAN SACHS GROUP INC

12.4M

$167.6M

Ownership

2.60%

+84.2%

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: 426 ETFs and mutual funds reporting

84 buying60 sellingNet: +24

282

Buying (84)

Unchanged (282)

Selling (60)

In total, funds bought 41.9M shares and sold 10.3M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

426 ETFs and mutual funds reporting

84 buying vs 60 selling (balanced)

Top Fund Holders, CAG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

Northern Lights Fund Trust

75.2K

Weight

0.16%

Jul 31, 2026No change

DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO

15.5K

Weight

5.36%

Jun 30, 2026No change

SEASONS SERIES TRUST

15.4K

Weight

0.08%

Jun 30, 2026Increased

Victory Portfolios II

15.3K

Weight

0.02%

Jun 30, 2026No change

Amplify ETF Trust

15.0K

Weight

0.05%

Jun 30, 2026No change

ProFunds

10.0K

Weight

0.08%

Jun 30, 2026Increased

FRANK FUNDS

10.0K

Weight

1.13%

Jun 30, 2026No change

CALVERT VARIABLE SERIES INC

9.9K

Weight

0.53%

Jun 30, 2026No 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 Holdings159Most 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 Holdings159Most 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