The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionMonte Financial Group, LLC
Latest Disclosed Ownership176,186 shares
Latest Disclosed Value $ 3,923,668
Monte Financial Group, LLC reports 15.15% increase in ownership of CPB / The Campbell's Company

On May 14, 2026 - Monte Financial Group, LLC filed a 13F-HR form disclosing ownership of 176,186 shares of The Campbell's Company (MX:CPB) valued at $3,923,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 153,000 shares of The Campbell's Company. This represents a change in shares of 15.15% 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)
2026-05-14 2026-03-31 13F THE CAMPBELLS COM 134429109 176,186 23,186 15.15 3,924 -8.00 1.3934
2026-01-22 2025-12-31 13F THE CAMPBELLS COM 134429109 153,000 -25,676 -14.37 4,264 -24.42 1.5891
2025-10-31 2025-09-30 13F THE CAMPBELLS COM 134429109 178,676 27,150 17.92 5,643 21.49 2.0751
2025-07-23 2025-06-30 13F THE CAMPBELLS COM 134429109 151,526 2,127 1.42 4,644 -17.16 1.8052
2025-04-22 2025-03-31 13F THE CAMPBELLS COM 134429109 149,399 24,892 19.99 5,607 7.52 2.4542
2025-01-21 2024-12-31 13F THE CAMPBELLS COMPANY COM Stock 134429109 124,507 6,562 5.56 5,214 -9.62 2.2323
2024-10-22 2024-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 117,945 -817 -0.69 5,770 7.51 2.3923
2024-07-22 2024-06-30 13F CAMPBELL SOUP CO COM Stock 134429109 118,762 1,057 0.90 5,367 2.58 2.3695
2024-04-29 2024-03-31 13F CAMPBELL SOUP CO COM Stock 134429109 117,705 3,184 2.78 5,232 5.68 2.2922
2024-01-22 2023-12-31 13F CAMPBELL SOUP CO COM Stock 134429109 114,521 48,639 73.83 4,951 82.93 2.3105
2023-10-24 2023-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 65,882 65,882 2,706 1.3694
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.