The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership5,928,558 shares
Latest Disclosed Value $ 131,827,521
Geode Capital Management, Llc reports 7.48% increase in ownership of CPB / The Campbell's Company

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 5,928,558 shares of The Campbell's Company (MX:CPB) valued at $131,827,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,516,023 shares of The Campbell's Company. This represents a change in shares of 7.48% 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 CAMPBELL'S COM 134429109 5,928,558 412,535 7.48 131,828 -14.11 0.0044
2026-02-09 2025-12-31 13F THE CAMPBELL'S COM 134429109 5,516,023 -104,312 -1.86 153,479 -13.38 0.0095
2025-11-12 2025-09-30 13F THE CAMPBELL'S COM 134429109 5,620,335 43,762 0.78 177,191 4.06 0.0113
2025-08-08 2025-06-30 13F THE CAMPBELL'S COM 134429109 5,576,573 121,777 2.23 170,279 -21.58 0.0119
2025-05-13 2025-03-31 13F THE CAMPBELL'S COM 134429109 5,454,796 131,464 2.47 217,146 -2.37 0.0171
2025-02-12 2024-12-31 13F THE CAMPBELL'S COM 134429109 5,323,332 57,717 1.10 222,420 -13.40 0.0172
2024-11-12 2024-09-30 13F CAMPBELL SOUP COM 134429109 5,265,615 322,951 6.53 256,827 15.26 0.0208
2024-08-09 2024-06-30 13F CAMPBELL SOUP COM 134429109 4,942,664 134,843 2.80 222,814 4.51 0.0196
2024-05-13 2024-03-31 13F CAMPBELL SOUP COM 134429109 4,807,821 221,315 4.83 213,190 7.79 0.0197
2024-02-13 2023-12-31 13F CAMPBELL SOUP COM 134429109 4,586,506 67,123 1.49 197,781 6.74 0.0207
2023-11-13 2023-09-30 13F CAMPBELL SOUP COM 134429109 4,519,383 29,846 0.66 185,288 -9.49 0.0221
2023-08-11 2023-06-30 13F CAMPBELL SOUP COM 134429109 4,489,537 113,698 2.60 204,715 -14.72 0.0241
2023-05-15 2023-03-31 13F CAMPBELL SOUP COM 134429109 4,375,839 49,905 1.15 240,059 97,882.86 0.0312
2023-02-13 2022-12-31 13F CAMPBELL SOUP COM 134429109 4,325,934 84,688 2.00 245 -99.88 0.0344
2022-11-14 2022-09-30 13F CAMPBELL SOUP COM 134429109 4,241,246 165,496 4.06 199,619 2.11 0.0303
2022-08-12 2022-06-30 13F CAMPBELL SOUP COM 134429109 4,075,750 100,997 2.54 195,492 10.60 0.0286
2022-05-13 2022-03-31 13F CAMPBELL SOUP COM 134429109 3,974,753 304,756 8.30 176,749 11.11 0.0221
2022-02-11 2021-12-31 13F CAMPBELL SOUP COM 134429109 3,669,997 98,591 2.76 159,075 6.82 0.0192
2021-11-12 2021-09-30 13F CAMPBELL SOUP COM 134429109 3,571,406 97,483 2.81 148,919 -5.71 0.0200
2021-08-13 2021-06-30 13F CAMPBELL SOUP COM 134429109 3,473,923 93,572 2.77 157,938 -6.82 0.0218
2021-05-12 2021-03-31 13F CAMPBELL SOUP COM 134429109 3,380,351 92,018 2.80 169,490 6.88 0.0259
2021-02-12 2020-12-31 13F CAMPBELL SOUP COM 134429109 3,288,333 107,814 3.39 158,587 3.29 0.0266
2020-11-13 2020-09-30 13F CAMPBELL SOUP COM 134429109 3,180,519 445,336 16.28 153,538 13.30 0.0301
2020-08-13 2020-06-30 13F CAMPBELL SOUP COM 134429109 2,735,183 88,365 3.34 135,514 11.12 0.0290
2020-05-14 2020-03-31 13F CAMPBELL SOUP COM 134429109 2,646,818 69,789 2.71 121,948 -4.05 0.0318
2020-02-20 2019-12-31 13F/A-1 CAMPBELL SOUP COM 134429109 2,577,029 115,676 4.70 127,092 10.22 0.0266
2020-02-13 2019-12-31 13F CAMPBELL SOUP COM 134429109 2,577,029 115,676 127,092 16,196.7610
2019-11-12 2019-09-30 13F CAMPBELL SOUP COM 134429109 2,461,353 -201,087 -7.55 115,303 8.26 0.0269
2019-08-14 2019-06-30 13F CAMPBELL SOUP COM 134429109 2,662,440 97,033 3.78 106,502 9.08 0.0258
2019-05-14 2019-03-31 13F CAMPBELL SOUP COM 134429109 2,565,407 -20,266 -0.78 97,641 14.66 0.0253
2019-03-06 2018-12-31 13F/A-1 CAMPBELL SOUP COM 134429109 2,585,673 -6,612 -0.26 85,159 -10.17 0.0263
2019-02-13 2018-12-31 13F CAMPBELL SOUP COM 134429109 2,585,673 -6,612 85,159
2018-11-13 2018-09-30 13F CAMPBELL SOUP COM 134429109 2,592,285 -21,549 -0.82 94,796 -10.38 0.0267
2018-08-14 2018-06-30 13F CAMPBELL SOUP COM 134429109 2,613,834 63,225 2.48 105,781 -4.06 0.0325
2018-05-15 2018-03-31 13F CAMPBELL SOUP COM 134429109 2,550,609 30,577 1.21 110,260 -8.91 0.0359
2018-02-13 2017-12-31 13F CAMPBELL SOUP COM 134429109 2,520,032 67,987 2.77 121,039 5.59 0.0411
2017-11-14 2017-09-30 13F CAMPBELL SOUP COM 134429109 2,452,045 104,312 4.44 114,627 -6.25 0.0423
2017-08-14 2017-06-30 13F CAMPBELL SOUP COM 134429109 2,347,733 -28,260 -1.19 122,263 -10.00 0.0481
2017-06-21 2017-03-31 13F/A-1 CAMPBELL SOUP CO COM COM 134429109 2,375,993 15,074 0.64 135,848 -4.76 0.0557
2017-05-12 2017-03-31 13F CAMPBELL SOUP CO COM COM 134429109 2,375,993 135,848
2017-02-14 2016-12-31 13F CAMPBELL SOUP CO COM COM 134429109 2,360,919 121,990 5.45 142,637 16.61 0.0663
2016-11-10 2016-09-30 13F CAMPBELL SOUP CO COM COM 134429109 2,238,929 259,743 13.12 122,321 -6.98 0.0616
2016-08-12 2016-06-30 13F CAMPBELL SOUP CO COM COM 134429109 1,979,186 144,154 7.86 131,499 12.52 0.0715
2016-05-13 2016-03-31 13F CAMPBELL SOUP CO COM COM 134429109 1,835,032 97,930 5.64 116,867 28.24 0.0620
2016-02-12 2015-12-31 13F CAMPBELL SOUP CO COM COM 134429109 1,737,102 154,461 9.76 91,128 13.82 0.0519
2015-11-13 2015-09-30 13F CAMPBELL SOUP CO COM COM 134429109 1,582,641 166,274 11.74 80,065 18.87 0.0486
2015-08-14 2015-06-30 13F CAMPBELL SOUP CO COM COM 134429109 1,416,367 47,108 3.44 67,357 5.85 0.0385
2015-05-14 2015-03-31 13F CAMPBELL SOUP CO COM COM 134429109 1,369,259 45,382 3.43 63,634 9.40 0.0364
2015-02-12 2014-12-31 13F CAMPBELL SOUP CO COM COM 134429109 1,323,877 44,786 3.50 58,169 6.57 0.0346
2014-11-14 2014-09-30 13F CAMPBELL SOUP CO COM COM 134429109 1,279,091 -12,264 -0.95 54,583 -7.67 0.0354
2014-08-13 2014-06-30 13F CAMPBELL SOUP CO COM COM 134429109 1,291,355 -3,411 -0.26 59,120 1.79 0.0382
2014-05-14 2014-03-31 13F CAMPBELL SOUP CO COM COM 134429109 1,294,766 16,788 1.31 58,081 5.04 0.0390
2014-02-14 2013-12-31 13F CAMPBELL SOUP CO COM COM 134429109 1,277,978 25,786 2.06 55,293 8.49 0.0383
2013-11-14 2013-09-30 13F CAMPBELL SOUP CO COM COM 134429109 1,252,192 18,633 1.51 50,964 -7.74 0.0409
2013-08-14 2013-06-30 13F CAMPBELL SOUP CO COM COM 134429109 1,233,559 1,233,559 55,239 0.0486
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.