The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionCerity Partners LLC
Latest Disclosed Ownership1,136,263 shares
Latest Disclosed Value $ 25,304,588
Cerity Partners LLC reports 57.62% decrease in ownership of CPB / The Campbell's Company

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 1,136,263 shares of The Campbell's Company (MX:CPB) valued at $25,304,588 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,680,839 shares of The Campbell's Company. This represents a change in shares of -57.62% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F THE CAMPBELLS COM 134429109 1,136,263 -1,544,576 -57.62 25,305 -66.13 0.0357
2026-02-11 2025-12-31 13F THE CAMPBELLS COM 134429109 2,680,839 1,757,264 190.27 74,715 156.17 0.1089
2025-10-22 2025-09-30 13F THE CAMPBELLS COM 134429109 923,575 30,767 3.45 29,166 6.59 0.0473
2025-08-13 2025-06-30 13F THE CAMPBELLS Stock 134429109 892,808 -175,911 -16.46 27,365 -35.86 0.0488
2025-04-30 2025-03-31 13F THE CAMPBELLS Stock 134429109 1,068,719 231,418 27.64 42,663 21.50 0.0864
2025-02-13 2024-12-31 13F THE CAMPBELLS Stock 134429109 837,301 625,010 294.41 35,115 238.13 0.0762
2024-11-12 2024-09-30 13F CAMPBELL SOUP Stock 134429109 212,291 -17,211 -7.50 10,385 0.13 0.0230
2024-08-13 2024-06-30 13F CAMPBELL SOUP Stock 134429109 229,502 -20,237 -8.10 10,371 -6.57 0.0273
2024-05-14 2024-03-31 13F CAMPBELL SOUP Equities 134429109 249,739 423 0.17 11,101 3.00 0.0293
2024-01-26 2023-12-31 13F CAMPBELL SOUP Equity 134429109 249,316 190,901 326.80 10,778 349.23 0.0354
2023-11-14 2023-09-30 13F CAMPBELL SOUP Stock 134429109 58,415 -166,480 -74.03 2,400 -76.66 0.0117
2023-08-14 2023-06-30 13F CAMPBELL SOUP Stock 134429109 224,895 57,003 33.95 10,280 -7.40 0.0400
2023-05-11 2023-03-31 13F CAMPBELL SOUP COM 134429109 167,892 931 0.56 11,101 17.16 0.0262
2023-02-15 2022-12-31 13F CAMPBELL SOUP Equities 134429109 166,961 153,149 1,108.81 9,476 1,355.45 0.0607
2022-11-14 2022-09-30 13F CAMPBELL SOUP COM 134429109 13,812 457 3.42 651 1.56 0.0078
2022-08-10 2022-06-30 13F CAMPBELL SOUP COM 134429109 13,355 5,981 81.11 641 94.83 0.0071
2022-04-25 2022-03-31 13F CAMPBELL SOUP COM 134429109 7,374 -1,643 -18.22 329 -16.07 0.0051
2022-02-14 2021-12-31 13F CAMPBELL SOUP Stock 134429109 9,017 615 7.32 392 11.68 0.0060
2021-10-25 2021-09-30 13F Campbell Soup Stock 134429109 8,402 24 0.29 351 -8.12 0.0077
2021-08-11 2021-06-30 13F CAMPBELL SOUP Stock 134429109 8,378 12 0.14 382 -9.26 0.0084
2021-08-11 2021-03-31 13F/A-1 CAMPBELL SOUP Stock 134429109 8,366 28 0.34 421 4.47 0.0100
2021-05-12 2021-03-31 13F CAMPBELL SOUP Stock 134429109 8,347 9 420 0.0124
2021-02-11 2020-12-31 13F CAMPBELL SOUP Stock 134429109 8,338 39 0.47 403 0.50 0.0129
2020-11-12 2020-09-30 13F CAMPBELL SOUP COM 134429109 8,299 8,299 401 0.0165
2018-05-15 2018-03-31 13F CAMPBELL SOUP COM 134429109 0 -4,527 -100.00 0 -100.00
2018-02-14 2017-12-31 13F CAMPBELL SOUP COM 134429109 4,527 -16 -0.35 218 2.35 0.0146
2017-11-13 2017-09-30 13F CAMPBELL SOUP COM 134429109 4,543 4,543 213 0.0151
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.