THE Campbell's Company (CPB) Institutional Investor Snapshot (626 Funds, Q2 2026)

CPB ranks #896 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CPB is a top-conviction position for Brandywine Managers, LLC — at 36.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CPB belongs to BlackRock, Inc., but the position matters far more to Brandywine Managers, LLC, who has 36.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Brandes Investment Partners, LP has added to its CPB position for two straight quarters, increasing it by $137.9M to reach $141.1M today.

State Street has trimmed its CPB position for two straight quarters, cutting it by $134.3M while still holding $173.3M.

CPB is up 0.3% today, and institutions have been net buyers of $336.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CPB posted net income of $608.0M over the trailing twelve months, and currently trades at a P/E of 11.7.

• Profitable — net income of $608.0M over the trailing twelve months
• Revenue declined 2.9% year over year
• Net income improved year over year, from $454.0M to $608.0M
• Generated $1.1B in positive operating cash flow
• Current ratio of 0.77x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.82x equity — a highly leveraged balance sheet worth noting