The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionValeo Financial Advisors, LLC
Latest Disclosed Ownership9,639 shares
Latest Disclosed Value $ 214,661
Valeo Financial Advisors, LLC ownership in CPB / The Campbell's Company

On May 8, 2026 - Valeo Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 9,639 shares of The Campbell's Company (MX:CPB) valued at $214,661 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 0 shares of The Campbell's Company.

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)
2026-05-08 2026-03-31 13F THE CAMPBELLS COMPANY COM Stock 134429109 9,639 9,639 215 0.0051
2026-02-04 2025-12-31 13F THE CAMPBELLS COMPANY COM Stock 134429109 0 -17,597 -100.00 0 -100.00
2025-11-03 2025-09-30 13F THE CAMPBELLS COMPANY COM Stock 134429109 17,597 6,257 55.18 556 59.94 0.0127
2025-09-12 2025-06-30 13F/A-1 THE CAMPBELLS COMPANY COM Stock 134429109 11,340 -335 -2.87 348 -25.54 0.0085
2025-07-22 2025-06-30 13F THE CAMPBELLS COMPANY COM Stock 134429109 11,340 -335 348 0.0084
2025-04-30 2025-03-31 13F THE CAMPBELLS COMPANY COM Stock 134429109 11,675 1,269 12.19 466 7.13 0.0130
2025-01-30 2024-12-31 13F THE CAMPBELLS COMPANY COM Stock 134429109 10,406 2,217 27.07 436 8.75 0.0121
2024-10-10 2024-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 8,189 -506 -5.82 401 2.04 0.0114
2024-07-10 2024-06-30 13F CAMPBELL SOUP CO COM Stock 134429109 8,695 36 0.42 393 -0.51 0.0123
2024-04-25 2024-03-31 13F/A-1 CAMPBELL SOUP CO COM Stock 134429109 8,659 -2,087 -19.42 394 -15.09 0.0141
2024-04-19 2024-03-31 13F CAMPBELL SOUP CO COM Stock 134429109 8,659 -2,087 385 0.0132
2024-01-29 2023-12-31 13F CAMPBELL SOUP CO COM Stock 134429109 10,746 3,483 47.96 465 55.70 0.0188
2023-10-20 2023-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 7,263 -265 -3.52 298 -13.37 0.0136
2023-07-14 2023-06-30 13F CAMPBELL SOUP CO COM Stock 134429109 7,528 -973 -11.45 344 -26.34 0.0157
2023-04-17 2023-03-31 13F CAMPBELL SOUP CO COM Stock 134429109 8,501 1,135 15.41 467 11.72 0.0225
2023-02-09 2022-12-31 13F CAMPBELL SOUP CO COM Stock 134429109 7,366 -983 -11.77 418 6.36 0.0229
2022-10-31 2022-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 8,349 0 0.00 393 -2.00 0.0251
2022-08-03 2022-06-30 13F CAMPBELL SOUP CO COM Stock 134429109 8,349 -7,609 -47.68 401 -43.60 0.0252
2022-04-28 2022-03-31 13F CAMPBELL SOUP CO COM Stock 134429109 15,958 2,613 19.58 711 22.59 0.0361
2022-01-07 2021-12-31 13F CAMPBELL SOUP CO COM Stock 134429109 13,345 637 5.01 580 9.23 0.0314
2021-11-02 2021-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 12,708 5,718 81.80 531 66.46 0.0303
2021-07-22 2021-06-30 13F CAMPBELL SOUP CO COM Stock 134429109 6,990 1,161 19.92 319 8.87 0.0194
2021-04-12 2021-03-31 13F CAMPBELL SOUP CO COM Stock 134429109 5,829 5,228 869.88 293 910.34 0.0136
2021-02-11 2020-12-31 13F CAMPBELL SOUP CO COM Stock 134429109 601 -500 -45.41 29 -45.28 0.0015
2020-10-28 2020-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 1,101 692 169.19 53 165.00 0.0046
2020-07-20 2020-06-30 13F CAMPBELL SOUP CO COM Stock 134429109 409 134 48.73 20 53.85 0.0018
2020-04-13 2020-03-31 13F CAMPBELL SOUP CO COM Stock 134429109 275 0 0.00 13 -7.14 0.0014
2020-01-24 2019-12-31 13F CAMPBELL SOUP CO COM Stock 134429109 275 0 0.00 14 7.69 0.0014
2019-10-15 2019-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 275 0 0.00 13 18.18 0.0014
2019-07-10 2019-06-30 13F CAMPBELL SOUP CO COM Stock 134429109 275 0 0.00 11 10.00 0.0013
2019-04-12 2019-03-31 13F CAMPBELL SOUP CO COM Stock 134429109 275 0 0.00 10 11.11 0.0012
2019-01-30 2018-12-31 13F CAMPBELL SOUP CO COM Stock 134429109 275 -500 -64.52 9 -68.97 0.0013
2018-11-01 2018-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 775 -7,129 -90.19 29 -91.16 0.0039
2018-08-14 2018-06-30 13F CAMPBELL SOUP CO COM Stock 134429109 7,904 1,830 30.13 328 24.71 0.0460
2018-04-12 2018-03-31 13F CAMPBELL SOUP CO COM Stock 134429109 6,074 -474 -7.24 263 -16.51 0.0422
2018-02-09 2017-12-31 13F CAMPBELL SOUP CO COM Stock 134429109 6,548 5,684 657.87 315 687.50 0.0517
2017-11-15 2017-09-30 13F/A-1 CAMPBELL SOUP CO COM Stock 134429109 864 864 40 0.0091
2017-11-14 2017-09-30 13F CAMPBELL SOUP CO COM Stock 134429109 864 40
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.