CPBNasdaqFood and Kindred ProductsFiscal year ends August 3
CAMPBELL'S Co
Financials through Q4 FY2026, quarter ended Aug 2, 2026Last filing: 10-K on Sep 24, 2026
$19.35−0.52 (-2.62%)
Close on Oct 19, 2026
- Market cap
- $5.86B
- P/E (TTM)
- 14.8
- Dividend yield
- 8.06%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
62.1%
185M of 298M shares
Institutional holders
618
141 new, 99 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
3 buys · 2 sales
Net sold $390.27K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Catherine D. Malone, as Trustee of the Mary Alice Dorrance Malone Revocable Trust | 30,492,657 | 10.23% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 27,096,978 | 9.10% | 13G (passive) amendment | Jun 30, 2026 |
| Contango Limited, LP | 18,426,809 | 6.18% | 13G (passive) | Jan 6, 2026 |
| Consul FL LLC | 17,274,200 | 5.79% | 13G (passive) | Jan 6, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CPB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 29,225,401 | 9.80% | $650.85M | +12,112,696 | 0.01% |
| Vanguard Portfolio Management LLC | 12,422,314 | 4.17% | $276.64M | +2,414,925 | 0.01% |
| Vanguard Capital Management LLC | 9,255,680 | 3.10% | $206.12M | −3,904,839 | 0.00% |
| Dimensional Fund Advisors LP | 8,554,455 | 2.87% | $190.53M | −1,684,776 | 0.03% |
| Two Sigma Investments, LP | 8,046,417 | 2.70% | $179.19M | +94,907 | 0.13% |
| State Street Corp | 7,782,642 | 2.61% | $173.32M | −4,727,101 | 0.01% |
| Morgan Stanley | 7,076,660 | 2.37% | $157.60M | +659,719 | 0.01% |
| UBS Group AG | 6,471,754 | 2.17% | $144.13M | +772,562 | 0.02% |
| Brandes Investment Partners, LP | 6,334,950 | 2.12% | $141.08M | +6,167,736 | 0.99% |
| Goldman Sachs Group Inc | 4,942,269 | 1.66% | $110.06M | +2,939,907 | 0.01% |
| Lsv Asset Management | 4,268,904 | 1.43% | $95.07K | −368,000 | 0.17% |
| Geode Capital Management, LLC | 4,193,369 | 1.41% | $93.41M | −1,735,189 | 0.00% |
| Aqr Capital Management LLC | 4,070,543 | 1.36% | $90.65M | +2,801,673 | 0.03% |
| Bank of New York Mellon Corp | 3,551,401 | 1.19% | $79.09M | +462,995 | 0.01% |
| Brandywine Managers, LLC | 3,329,500 | 1.12% | $74.15M | – | 36.68% |
| Quantinno Capital Management LP | 3,229,749 | 1.08% | $71.93M | +1,892,691 | 0.09% |
| Bank Of America Corp /De/ | 3,137,396 | 1.05% | $69.87M | +2,486,650 | 0.00% |
| Cerity Partners LLC | 2,377,477 | 0.80% | $52.95M | +1,241,214 | 0.06% |
| Massachusetts Financial Services Co /Ma/ | 2,319,739 | 0.78% | $51.66M | +24,679 | 0.02% |
| Charles Schwab Investment Management Inc | 2,017,142 | 0.68% | $44.92M | −84,235 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 618 | 185M | 62.1% | 141 / 250 | 149 / 99 | 50M | 48M |
| Q1 2026 | 583 | 184M | 61.6% | 93 / 236 | 164 / 113 | 62M | 36M |
| Q4 2025 | 614 | 182M | 61.2% | 98 / 194 | 252 / 116 | 22M | 34M |
| Q3 2025 | 645 | 194M | 65.2% | 114 / 247 | 209 / 105 | 38M | 31M |
| Q2 2025 | 640 | 188M | 63.1% | 116 / 271 | 160 / 105 | 33M | 17M |
| Q1 2025 | 634 | 172M | 57.7% | 90 / 207 | 228 / 78 | 20M | 17M |
| Q4 2024 | 631 | 171M | 57.3% | 93 / 223 | 219 / 101 | 21M | 10M |
| Q3 2024 | 651 | 160M | 53.7% | 86 / 221 | 216 / 66 | 32M | 19M |
| Q2 2024 | 635 | 165M | 55.4% | 77 / 220 | 219 / 64 | 22M | 21M |
| Q1 2024 | 630 | 166M | 55.5% | 69 / 207 | 245 / 57 | 16M | 12M |
| Q4 2023 | 623 | 161M | 54.1% | 108 / 210 | 217 / 65 | 20M | 12M |
| Q3 2023 | 589 | 153M | 51.4% | 76 / 193 | 217 / 79 | 16M | 17M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CPB | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 11,855,261 | 3.98% | $264.02M | 0.24% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,629,400 | 2.22% | $147.64M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,780,423 | 1.60% | $106.46M | 0.06% | Jun 30, 2026 |
| iShares Select Dividend ETF | 4,194,841 | 1.41% | $92.20M | 0.39% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,031,980 | 1.02% | $67.52M | 0.10% | Jun 30, 2026 |
| Invesco S&P 500 High Dividend Low Volatility ETF | 2,938,530 | 0.99% | $62.03M | 1.92% | May 31, 2026 |
| Fidelity 500 Index Fund | 2,518,041 | 0.84% | $53.16M | 0.01% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 2,258,150 | 0.76% | $50.29M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,800,870 | 0.60% | $40.11M | 0.24% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 1,778,815 | 0.60% | $39.10M | 0.23% | Jul 31, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 1,694,021 | 0.57% | $37.73M | 0.47% | Jun 30, 2026 |
| MFS Mid Cap Value Fund | 1,666,221 | 0.56% | $37.11M | 0.21% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 1,575,582 | 0.53% | $34.63M | 0.24% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 1,230,098 | 0.41% | $27.04M | 0.14% | Jul 31, 2026 |
| Vanguard Consumer Staples Index Fund | 1,112,056 | 0.37% | $23.48M | 0.25% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mick J. Beekhuizen | President and CEO, Director | 317,083 | 0.11% | Oct 2, 2025 |
| Melissa Nippert | SVP, Chief Transformation Ofcr | 14,487 | 0.00% | Aug 5, 2026 |
| Risa Cretella | EVP, President, M&B | 105,120 | 0.04% | Apr 2, 2026 |
| Cassandra Green | EVP, Chief Supply Chain Ofcr | 41,913 | 0.01% | Mar 10, 2026 |
| Mohit Anand | EVP / President, Snacks | 0 | – | Mar 3, 2026 |
| Daniel L. Poland | EVP / Chief ETO | 97,665 | 0.03% | Feb 2, 2026 |
| Anthony Sanzio | EVP, Chief Comms Officer | 25,384 | 0.01% | Jan 12, 2026 |
| Charles A. Brawley III | EVP, Gen Counsel, and Corp Sec | 43,777 | 0.01% | Dec 31, 2025 |
| May Diane Johnson | EVP, Chief People&Culture Ofcr | 82,016 | 0.03% | Nov 3, 2025 |
| Todd E. Cunfer | EVP, Chief Financial Officer | 52,185 | 0.02% | Nov 3, 2025 |
| Kelly L. Palumbo | SVP, Controller and CAO | 12,848 | 0.00% | Oct 16, 2025 |
| Janda K. Lukin | EVP, Chief Growth Officer | 34,003 | 0.01% | Oct 2, 2025 |
| Elizabeth Maire Meiman Duggan | EVP, President, Snacks | 49,083 | 0.02% | Oct 2, 2025 |
| Carrie L. Anderson | Executive Vice President & CFO | 89,482 | 0.03% | Oct 2, 2025 |
| Stanley Polomski | Senior VP and Controller | 38,624 | 0.01% | Nov 4, 2024 |
| Maria Teresa Hilado | Director | 4,330 | 0.00% | Sep 28, 2026 |
| Bennett Dorrance JR | Director | 576,769 | 0.19% | Sep 28, 2026 |
| Howard M. Averill | Director | 437 | 0.00% | Sep 28, 2026 |
| Archbold D. vanBeuren | Director | 1,289,149 | 0.43% | Sep 28, 2026 |
| Keith R. McLoughlin | Director | 52,385 | 0.02% | Sep 28, 2026 |
| Sarah Hofstetter | Director | 277 | 0.00% | Sep 28, 2026 |
| Mary Alice Dorrance Malone JR | Director, 10% owner | 53,760,337 | 18.03% | Sep 28, 2026 |
| Grant Hill | Director | 43,378 | 0.01% | Sep 28, 2026 |
| Fabiola R. Arredondo | Director | 35,831 | 0.01% | Sep 28, 2026 |
| Marc Bradley Lautenbach | Director | 1,433 | 0.00% | Sep 28, 2026 |
| Kurt Schmidt | Director | 277 | 0.00% | Sep 28, 2026 |
| Mary Alice Malone | Director, 10% owner | 53,303,196 | 17.87% | Mar 28, 2025 |
| Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 | 10% owner | 64,264,128 | 21.55% | May 21, 2026 |
| Bennett Dorrance | 10% owner | 44,905,684 | 15.06% | Sep 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Fabiola R. Arredondo Director | Sep 25, 2026 | Award | +2,204 | – | – | 35,831 |
| Grant Hill Director | Sep 25, 2026 | Award | +3,691 | – | – | 43,378 |
| Mary Alice Dorrance Malone JR Director, 10% owner | Sep 25, 2026 | Award | +2,155 | – | – | 86,423 |
| Archbold D. vanBeuren Director | Sep 25, 2026 | Award | +2,333 | – | – | 611,374 |
| Bennett Dorrance JR Director | Sep 25, 2026 | Award | +2,204 | – | – | 576,469 |
| Mary Alice Dorrance Malone JR Director, 10% owner | Jun 29, 2026 | Award | +1,814 | – | – | 84,268 |
| Bennett Dorrance JR Director | Jun 29, 2026 | Award | +1,855 | – | – | 574,265 |
| Grant Hill Director | Jun 29, 2026 | Award | +3,107 | – | – | 39,011 |
| Fabiola R. Arredondo Director | Jun 29, 2026 | Award | +1,855 | – | – | 33,627 |
| Archbold D. vanBeuren Director | Jun 29, 2026 | Award | +1,964 | – | – | 609,041 |
| Bennett Dorrance JR Director | Jun 9, 2026 | Buy | +100 | $21.45 | $2.15K | 100 |
| Bennett Dorrance JR Director | Jun 9, 2026 | Buy | +100 | $21.45 | $2.15K | 100 |
| Bennett Dorrance JR Director | Jun 9, 2026 | Buy | +100 | $21.45 | $2.15K | 100 |
| Risa Cretella EVP, President, M&B | Apr 1, 2026 | Tax withholding | −6,543 | $22.27 | $145.71K | 105,120 |
| Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 10% owner | Mar 31, 2026 | Other | +17,274,200 | $22.27 | $384.70M | 51,045,671 |
| Bennett Dorrance JR Director | Mar 30, 2026 | Award | +1,925 | – | – | 572,410 |
| Archbold D. vanBeuren Director | Mar 30, 2026 | Award | +2,037 | – | – | 607,077 |
| Fabiola R. Arredondo Director | Mar 30, 2026 | Award | +1,925 | – | – | 31,772 |
| Grant Hill Director | Mar 30, 2026 | Award | +3,224 | – | – | 35,244 |
| Mary Alice Dorrance Malone JR Director, 10% owner | Mar 30, 2026 | Award | +1,882 | – | – | 82,454 |
| Mohit Anand EVP / President, Snacks | Mar 1, 2026 | Award | +21,505 | – | – | 21,505 |
| Daniel L. Poland EVP / Chief ETO | Feb 1, 2026 | Tax withholding | −14,020 | $27.01 | $378.68K | 97,665 |
| Anthony Sanzio EVP, Chief Comms Officer | Jan 9, 2026 | Sale | −2,700 | $26.51 | $71.58K | 25,264 |
| Mary Alice Dorrance Malone JR Director, 10% owner | Jan 6, 2026 | Other | −26,741,880 | $27.01 | $722.30M | 13,218,457 |
| Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 – | Jan 6, 2026 | Other | −26,741,880 | $27.01 | $722.30M | 13,218,457 |
| Charles A. Brawley III EVP, Gen Counsel, and Corp Sec | Dec 30, 2025 | Sale | −11,550 | $28.15 | $325.13K | 43,777 |
| Bennett Dorrance JR Director | Dec 29, 2025 | Award | +1,516 | – | – | 570,485 |
| Mary Alice Dorrance Malone JR Director, 10% owner | Dec 29, 2025 | Award | +1,483 | – | – | 80,572 |
| Archbold D. vanBeuren Director | Dec 29, 2025 | Award | +1,605 | – | – | 605,040 |
| Grant Hill Director | Dec 29, 2025 | Award | +2,540 | – | – | 31,582 |
| Fabiola R. Arredondo Director | Dec 29, 2025 | Award | +1,516 | – | – | 29,847 |
| Charles A. Brawley III EVP, Gen Counsel, and Corp Sec | Dec 1, 2025 | Tax withholding | −3,373 | $30.48 | $102.81K | 55,327 |
| May Diane Johnson EVP, Chief People&Culture Ofcr | Nov 1, 2025 | Tax withholding | −17,088 | $30.29 | $517.60K | 82,006 |
| Todd E. Cunfer EVP, Chief Financial Officer | Nov 1, 2025 | Award | +52,185 | – | – | 52,185 |
| Todd E. Cunfer EVP, Chief Financial Officer | Nov 1, 2025 | Award | +21,282 | – | – | 73,467 |
| Kelly L. Palumbo SVP, Controller and CAO | Oct 1, 2025 | Award | +12,848 | – | – | 12,848 |
| Janda K. Lukin EVP, Chief Growth Officer | Oct 1, 2025 | Award | +18,720 | – | – | 34,003 |
| Anthony Sanzio EVP, Chief Comms Officer | Oct 1, 2025 | Award | +11,474 | – | – | 27,964 |
| Charles A. Brawley III EVP, Gen Counsel, and Corp Sec | Oct 1, 2025 | Award | +21,135 | – | – | 58,700 |
| Risa Cretella EVP, President, M&B | Oct 1, 2025 | Award | +24,155 | – | – | 111,663 |
| Daniel L. Poland EVP / Chief ETO | Oct 1, 2025 | Award | +27,778 | – | – | 111,685 |
| Kelly L. Palumbo SVP, Controller and CAO | Oct 1, 2025 | Award | +6,809 | – | – | 6,809 |
| Carrie L. Anderson Executive Vice President & CFO | Oct 1, 2025 | Award | +24,375 | – | – | 89,482 |
| Mick J. Beekhuizen President and CEO, Director | Oct 1, 2025 | Award | +96,618 | – | – | 317,083 |
| Elizabeth Maire Meiman Duggan EVP, President, Snacks | Oct 1, 2025 | Award | +21,135 | – | – | 49,083 |
| May Diane Johnson EVP, Chief People&Culture Ofcr | Oct 1, 2025 | Award | +23,551 | – | – | 99,094 |
| Janda K. Lukin EVP, Chief Growth Officer | Sep 30, 2025 | Award | +2,428 | – | – | 15,283 |
| Janda K. Lukin EVP, Chief Growth Officer | Sep 30, 2025 | Tax withholding | −2,323 | $30.87 | $71.71K | 12,855 |
| Anthony Sanzio EVP, Chief Comms Officer | Sep 30, 2025 | Tax withholding | −2,280 | $30.87 | $70.38K | 14,271 |
| Anthony Sanzio EVP, Chief Comms Officer | Sep 30, 2025 | Award | +2,219 | – | – | 16,490 |
| Charles A. Brawley III EVP, Gen Counsel, and Corp Sec | Sep 30, 2025 | Tax withholding | −2,186 | $30.87 | $67.48K | 35,404 |
| Charles A. Brawley III EVP, Gen Counsel, and Corp Sec | Sep 30, 2025 | Award | +2,161 | – | – | 37,565 |
| Risa Cretella EVP, President, M&B | Sep 30, 2025 | Tax withholding | −904 | $30.87 | $27.91K | 87,508 |
| Daniel L. Poland EVP / Chief ETO | Sep 30, 2025 | Award | +7,057 | – | – | 83,907 |
| Daniel L. Poland EVP / Chief ETO | Sep 30, 2025 | Tax withholding | −5,876 | $30.87 | $181.39K | 76,850 |
| Carrie L. Anderson Executive Vice President & CFO | Sep 30, 2025 | Tax withholding | −3,759 | $30.87 | $116.04K | 65,107 |
| Mick J. Beekhuizen President and CEO, Director | Sep 30, 2025 | Award | +16,868 | – | – | 220,465 |
| Mick J. Beekhuizen President and CEO, Director | Sep 30, 2025 | Tax withholding | −16,589 | $30.87 | $512.10K | 203,597 |
| Elizabeth Maire Meiman Duggan EVP, President, Snacks | Sep 30, 2025 | Tax withholding | −2,563 | $30.87 | $79.12K | 25,569 |
| Elizabeth Maire Meiman Duggan EVP, President, Snacks | Sep 30, 2025 | Award | +2,379 | – | – | 27,948 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sanzio Anthony Officer | Jan 9, 2026 | 2,700 | $71.58K | Jan 9, 2026 | RSU Vesting |
| Charles A. Brawley III Officer | Dec 30, 2025 | 12,000 | $337.92K | Dec 30, 2025 | Vested RSU |
| Polomski Stanley Officer | Dec 15, 2025 | 6,616 | $188.16K | Dec 15, 2025 | RSU Vesting |
| Foley Christopher Officer | Jun 5, 2025 | 24,495 | $833.70K | Jun 5, 2025 | RSU Vesting |
| Charles A. Brawley III Officer | Mar 31, 2025 | 3,000 | $120.45K | Mar 31, 2025 | Vested RSUs |
| Sanzio Anthony Officer | Jan 3, 2025 | 2,000 | $83.80K | Jan 3, 2025 | RSU Vesting |
| Charles A. Brawley III Officer | Dec 16, 2024 | 6,900 | $295.11K | Dec 16, 2024 | Restricted Stock Unit |
| Sanzio Anthony Officer | Oct 3, 2024 | 4,000 | $187.53K | Oct 3, 2024 | PSU VESTING |
| Polomski Stanley Officer | Oct 1, 2024 | 13,440 | $649.67K | Oct 1, 2024 | RSU Vesting |
| Sanzio Anthony Officer | Apr 4, 2024 | 250 | $10.00K | Apr 4, 2024 | RSU |
| Sanzio Anthony Officer | Dec 12, 2023 | 3,000 | $132.00K | Dec 12, 2023 | RSU Vesting |
| Polomski Stanley Officer | Sep 14, 2023 | 8,000 | $346.00K | Sep 14, 2023 | RSU Vesting |