CPB β€” Campbell Soup Co Common

Ownership history in EP Wealth Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

EP Wealth Advisors, LLC reported Campbell Soup Co Common (CPB) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q2. The latest visible filing shows CPB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EP Wealth Advisors, LLC's position in Campbell Soup Co Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

CPB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EP Wealth Advisors, LLC held CPB β€” position size vs. price
% of Fund (quarterly)    CPB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 8,583 +37 +0.4% 0.00% $263K 2025-08-14 $31.53
2025 Q1 ADDED 8,546 +2,746 +47.3% 0.00% $341K 2025-05-15 $33.61
2024 Q4 REDUCED 5,800 -1,161 -16.7% 0.00% $243K 2025-02-14 $36.74
2024 Q3 ADDED 6,961 +6,106 +714.2% 0.00% $341K 2024-11-15 $40.69
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CPB

As of 2026 Q1 β€” sorted by position size

Bangor Savings Bank 3Y 7Y 0.0%

FAQ About EP Wealth Advisors, LLC and CPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has EP Wealth Advisors, LLC reported owning CPB?

EP Wealth Advisors, LLC reported CPB across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q2.

What was the largest reported CPB position in EP Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for CPB was 0.00% in 2024 Q3.

What is the latest reported CPB position on this page?

The most recent filing on this page is 2025 Q2, when EP Wealth Advisors, LLC reported 8,583 shares, equal to 0.00% of portfolio, with an estimated market value of $263K.

What does the chart on this CPB ownership page compare?

The chart compares EP Wealth Advisors, LLC's quarterly CPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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