Jeremy Grantham's CAG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 27,970 shares of Conagra Brands, Inc. (CAG) worth $484,161, representing 0.00% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in CAG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 182,283 shares. Largest reduction occurred in Q4 2013, reducing 113,096 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Conagra Brands (CAG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Conagra Brands (CAG) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +27,970 | New Buy | 27,970 | $17.31 |
| Q2 2025 | -98,764 | Sold Out | 0 | $0.00 |
| Q1 2025 | -52,366 | Reduce 34.65% | 98,764 | $26.67 |
| Q4 2024 | -31,153 | Reduce 17.09% | 151,130 | $27.75 |
| Q3 2024 | +182,283 | New Buy | 182,283 | $32.52 |
| Q1 2021 | -10,720 | Sold Out | 0 | $0.00 |
| Q4 2020 | +10,720 | New Buy | 10,720 | $36.29 |
| Q3 2018 | -86,520 | Sold Out | 0 | $0.00 |
| Q2 2018 | +86,520 | New Buy | 86,520 | $35.73 |
| Q2 2014 | -8,700 | Sold Out | 0 | $0.00 |
| Q1 2014 | -4,106 | Reduce 32.06% | 8,700 | $31.03 |
| Q4 2013 | -113,096 | Reduce 89.83% | 12,806 | $33.73 |
| Q3 2013 | -11,958 | Reduce 8.67% | 125,902 | $30.34 |
| Q2 2013 | +137,860 | Add 0.00% | 137,860 | $34.93 |
Jeremy Grantham's Conagra Brands Investment FAQs
Jeremy Grantham first purchased Conagra Brands, Inc. (CAG) in Q2 2013, acquiring 137,860 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Conagra Brands, Inc. (CAG) for 14 quarters since Q2 2013.
Jeremy Grantham's largest addition to Conagra Brands, Inc. (CAG) was in Q3 2024, adding 182,283 shares worth $5.93 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 27,970 shares of Conagra Brands, Inc. (CAG), valued at approximately $484,161.
As of the Q4 2025 filing, Conagra Brands, Inc. (CAG) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Conagra Brands, Inc. (CAG) was 182,283 shares, as reported at the end of Q3 2024.