The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionStifel Financial Corp
Latest Disclosed Ownership91,539 shares
Latest Disclosed Value $ 2,038,624
Stifel Financial Corp reports 36.73% increase in ownership of CPB / The Campbell's Company

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 91,539 shares of The Campbell's Company (MX:CPB) valued at $2,038,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 66,950 shares of The Campbell's Company. This represents a change in shares of 36.73% 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)
2026-05-12 2026-03-31 13F THE CAMPBELLS COM 134429109 91,539 24,589 36.73 2,039 9.28 0.0004
2026-02-13 2025-12-31 13F THE CAMPBELLS COM 134429109 66,950 -25,288 -27.42 1,866 -35.95 0.0017
2025-11-12 2025-09-30 13F THE CAMPBELLS COM 134429109 92,238 65,612 246.42 2,913 256.86 0.0027
2025-08-14 2025-06-30 13F THE CAMPBELLS COM 134429109 26,626 -2,849 -9.67 816 -30.61 0.0008
2025-05-14 2025-03-31 13F THE CAMPBELLS COM 134429109 29,475 -4,682 -13.71 1,177 -17.76 0.0013
2025-02-13 2024-12-31 13F THE CAMPBELLS COM 134429109 34,157 -24,126 -41.39 1,430 -49.84 0.0015
2024-11-14 2024-09-30 13F CAMPBELL SOUP COM 134429109 58,283 -41,791 -41.76 2,851 -36.95 0.0030
2024-08-13 2024-06-30 13F CAMPBELL SOUP COM 134429109 100,074 7,148 7.69 4,522 9.49 0.0051
2024-05-14 2024-03-31 13F CAMPBELL SOUP COM 134429109 92,926 8,271 9.77 4,131 12.87 0.0047
2024-02-12 2023-12-31 13F CAMPBELL SOUP COM 134429109 84,655 21,334 33.69 3,660 40.68 0.0046
2023-11-13 2023-09-30 13F CAMPBELL SOUP COM 134429109 63,321 261 0.41 2,601 -9.75 0.0037
2023-08-14 2023-06-30 13F CAMPBELL SOUP COM 134429109 63,060 8,840 16.30 2,882 -3.32 0.0039
2023-05-12 2023-03-31 13F CAMPBELL SOUP COM 134429109 54,220 216 0.40 2,981 -2.71 0.0043
2023-02-13 2022-12-31 13F CAMPBELL SOUP COM 134429109 54,004 4,755 9.66 3,065 32.07 0.0046
2022-11-14 2022-09-30 13F CAMPBELL SOUP COM 134429109 49,249 -1,751 -3.43 2,320 -5.34 0.0038
2022-08-15 2022-06-30 13F CAMPBELL SOUP COM 134429109 51,000 26,265 106.19 2,451 122.41 0.0038
2022-05-13 2022-03-31 13F CAMPBELL SOUP COM 134429109 24,735 1,297 5.53 1,102 8.25 0.0015
2022-02-14 2021-12-31 13F CAMPBELL SOUP COM 134429109 23,438 -2,958 -11.21 1,018 -7.71 0.0013
2021-11-15 2021-09-30 13F CAMPBELL SOUP COM 134429109 26,396 1,692 6.85 1,103 -2.04 0.0016
2021-08-13 2021-06-30 13F CAMPBELL SOUP COM 134429109 24,704 -1,405 -5.38 1,126 -14.18 0.0017
2021-05-14 2021-03-31 13F CAMPBELL SOUP COM 134429109 26,109 191 0.74 1,312 4.71 0.0022
2021-02-12 2020-12-31 13F CAMPBELL SOUP COM 134429109 25,918 2,025 8.48 1,253 8.39 0.0022
2020-11-16 2020-09-30 13F CAMPBELL SOUP COM 134429109 23,893 -8,787 -26.89 1,156 -28.73 0.0024
2020-08-14 2020-06-30 13F CAMPBELL SOUP COM 134429109 32,680 -28,435 -46.53 1,622 -42.52 0.0037
2020-05-14 2020-03-31 13F CAMPBELL SOUP COM 134429109 61,115 -577 -0.94 2,822 -7.48 0.0078
2020-02-13 2019-12-31 13F CAMPBELL SOUP COM 134429109 61,692 17,504 39.61 3,050 47.56 0.0064
2019-11-19 2019-09-30 13F/A-1 CAMPBELL SOUP COM 134429109 44,188 -2,195 -4.73 2,067 11.43 0.0053
2019-11-13 2019-09-30 13F CAMPBELL SOUP COM 134429109 43,988 -2,395 2,058 1,153.6122
2019-08-14 2019-06-30 13F CAMPBELL SOUP COM 134429109 46,383 5,554 13.60 1,855 18.91 0.0048
2019-05-14 2019-03-31 13F CAMPBELL SOUP COM 134429109 40,829 5,506 15.59 1,560 33.33 0.0044
2019-02-13 2018-12-31 13F CAMPBELL SOUP COM 134429109 35,323 19,354 121.20 1,170 100.00 0.0038
2018-11-13 2018-09-30 13F CAMPBELL SOUP COM 134429109 15,969 1,106 7.44 585 -2.66 0.0017
2018-08-14 2018-06-30 13F CAMPBELL SOUP COM 134429109 14,863 -2,222 -13.01 601 -18.23 0.0018
2018-05-11 2018-03-31 13F CAMPBELL SOUP COM 134429109 17,085 4,585 36.68 735 22.30 0.0023
2018-02-14 2017-12-31 13F CAMPBELL SOUP COM 134429109 12,500 -5,493 -30.53 601 -28.37 0.0019
2017-11-13 2017-09-30 13F CAMPBELL SOUP COM 134429109 17,993 1,133 6.72 839 -4.77 0.0029
2017-08-14 2017-06-30 13F CAMPBELL SOUP COM 134429109 16,860 -1,463 -7.98 881 -16.25 0.0033
2017-05-10 2017-03-31 13F CAMPBELL SOUP COM 134429109 18,323 8,490 86.34 1,052 76.21 0.0041
2017-02-16 2016-12-31 13F CAMPBELL SOUP COM 134429109 9,833 -7,686 -43.87 597 -37.94 0.0025
2016-11-15 2016-09-30 13F CAMPBELL SOUP COM 134429109 17,519 -35,914 -67.21 962 -72.95 0.0043
2016-08-17 2016-06-30 13F CAMPBELL SOUP COM 134429109 53,433 31,468 143.26 3,557 153.71 0.0165
2016-05-16 2016-03-31 13F CAMPBELL SOUP COM 134429109 21,965 -22,570 -50.68 1,402 -40.01 0.0075
2016-03-21 2015-12-31 13F/A-2 CAMPBELL SOUP COM 134429109 44,535 18,547 71.37 2,337 77.72 0.0122
2016-02-26 2015-12-31 13F/A-1 CAMPBELL SOUP COM 134429109 44,535 0 2,337 0.0122
2016-02-16 2015-12-31 13F CAMPBELL SOUP COM 134429109 44,475 2,333
2015-11-16 2015-09-30 13F CAMPBELL SOUP COM 134429109 25,988 5,905 29.40 1,315 36.98 0.0074
2015-08-17 2015-06-30 13F/A-1 CAMPBELL SOUP COM 134429109 20,083 8,803 78.04 960 81.82 0.0050
2015-08-17 2015-06-30 13F CAMPBELL SOUP COM 134429109 20,083 960
2015-05-14 2015-03-31 13F CAMPBELL SOUP COM 134429109 11,280 -9,156 -44.80 528 -41.72 0.0029
2015-02-13 2014-12-31 13F CAMPBELL SOUP COM 134429109 20,436 9,687 90.12 906 97.39 0.0050
2014-11-13 2014-09-30 13F CAMPBELL SOUP COM 134429109 10,749 45 0.42 459 -6.33 0.0040
2014-08-14 2014-06-30 13F CAMPBELL SOUP COM 134429109 10,704 -3,325 -23.70 490 -22.22 0.0044
2014-05-15 2014-03-31 13F CAMPBELL SOUP COM 134429109 14,029 14,029 630 0.0060
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.