Clifford Swan Investment Counsel Sells Conagra Brands Shares

Investment firm reduces stake in consumer goods company by over 50%

Published on Feb. 27, 2026

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Clifford Swan Investment Counsel LLC lowered its holdings in Conagra Brands (NYSE:CAG) by 52.4% in the third quarter, according to a recent 13F filing with the Securities & Exchange Commission. The firm sold 96,648 shares, leaving it with 87,891 shares worth $1.6 million at the end of the quarter.

Why it matters

This transaction reflects broader trends in the investment community's view of Conagra Brands, a major consumer packaged goods company. Institutional investors have been closely watching Conagra's performance and strategic direction as it navigates a competitive food industry.

The details

Clifford Swan Investment Counsel, an investment management firm based in Chicago, reduced its position in Conagra Brands significantly during the third quarter. The firm sold 96,648 shares of Conagra, leaving it with a remaining stake of 87,891 shares valued at $1.6 million.

  • Clifford Swan Investment Counsel made the share sales in the third quarter of the year.

The players

Clifford Swan Investment Counsel LLC

An investment management firm based in Chicago, Illinois that manages assets for individuals, families, and institutions.

Conagra Brands

A major consumer packaged goods company that owns well-known food brands such as Birds Eye, Healthy Choice, and Orville Redenbacher's.

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The takeaway

This transaction highlights the shifting views of institutional investors towards Conagra Brands as the company navigates a competitive consumer goods landscape. The reduction in Clifford Swan's position suggests some uncertainty about Conagra's future performance and growth prospects.