The Campbell's Company SEC Filings

Contango Limited, LP has filed a Schedule 13G reporting a passive ownership stake in Campbell's Co common stock. As of the event date of 01/06/2026, Contango Limited, LP beneficially owned 18,426,809 shares, representing 6.18% of the outstanding common stock. The filing states that Contango has sole voting power and sole dispositive power over all of these shares, with no shared voting or dispositive power.

The reporting person describes itself as a Delaware holding company formed for the passive holding of Campbell's shares and certifies that the securities were not acquired and are not held for the purpose of changing or influencing control of the company.

Consul FL LLC filed a Schedule 13G reporting a significant passive stake in Campbell's Co common stock. The filing shows beneficial ownership of 17,274,200 shares, representing 5.79% of the outstanding common stock as of the event date. Consul FL LLC has sole power to vote and dispose of all these shares, with no shared voting or dispositive power.

The reporting person is described as a holding company formed to passively hold shares of Campbell's Co, and it certifies that the securities were not acquired and are not held for the purpose of changing or influencing control of the company.

CAMPBELL'S Co investor update: Catherine D. Malone, as trustee of the Mary Alice Dorrance Malone Revocable Trust, reports beneficial ownership of 13,218,457 shares of Campbell's Co common stock, representing 4.43% of the outstanding class as of the filing date.

The trust has sole voting and sole dispositive power over all 13,218,457 shares. It also holds an indirect pecuniary interest in a portion of 18,426,809 shares held by Contango, LP and a portion of 4,271,414 shares held by Quizhou, LP, but has no voting or dispositive power over those entities and disclaims beneficial ownership except to the extent of its pecuniary interest. The filer certifies the shares are not held for the purpose of changing or influencing control of Campbell's Co.

Campbell's Co executive Anthony Sanzio, EVP and Chief Communications Officer, reported selling 2,700 shares of common stock on January 9, 2026 at a price of $26.5105 per share. After this sale, he directly beneficially owned 25,264 shares of common stock. He also indirectly held 120.46 shares of common stock through the issuer's 401(k) plan, which the filing notes reflects routine transactions under that plan since his last report.

Campbell Soup Company insider plans to sell common shares under Rule 144. The notice covers the planned sale of 2,700 shares of Campbell Soup common stock through UBS Financial Services Inc., with an aggregate market value of $71,578 and 298,109,244 shares of the same class outstanding. The shares to be sold were acquired on 09/30/2025 via RSU vesting from Campbell's, with payment made by wire on the same date. The planned sale is expected to occur around 01/09/2026 on the NSDQ exchange.

Amendment & Restatement of the Mary Alice Dorrance Malone Revocable Trust, identified as a former 10% owner of Campbell's Co, reported a large change in its direct holdings of the company’s common stock. On January 6, 2026, the trust recorded a transaction in 26,741,880 shares of Campbell common stock at $27.01 per share, after which it directly held 13,218,457 shares.

The filing also lists indirect holdings of Campbell common stock through Contango Limited LP and Quizhou, LP. According to the footnote, the reporting person only has an indirect pecuniary interest in portions of the shares held by these entities, has no voting or dispositive power over them, and disclaims beneficial ownership beyond its pecuniary interest.

Campbell Soup Company director and 10% owner Mary Alice Dorrance Malone Jr. reported an internal restructuring of her indirect holdings. On January 6, 2026, the Mary Alice Dorrance Malone Revocable Trust transferred 26,741,880 shares of Campbell Soup common stock to two family partnerships and one family LLC for cash as part of a substitution of assets at $27.01 per share.

Following the transaction, the revocable trust was reported with 13,218,457 shares held indirectly. Other indirect holdings reported include 18,426,809 shares held by Contango Limited LP, 4,271,414 shares by Quizhou, LP, 17,274,200 shares by Consul FL, LLC, and additional smaller positions in several family trusts and Hera Management LLC. Malone Jr. is a beneficiary, co-trustee, or co-manager of these entities and disclaims beneficial ownership of the shares except to the extent of her pecuniary interest.

The Campbell’s Company priced an offering of $550,000,000 aggregate principal amount of senior unsecured notes bearing a fixed interest rate of 4.550% per year and maturing on March 21, 2031. These Notes were offered and sold through an underwriting syndicate led by Barclays Capital Inc., BNP Paribas Securities Corp., BofA Securities, Inc., Citigroup Global Markets Inc., J.P. Morgan Securities LLC and UBS Securities LLC.

The Notes were issued under Campbell’s automatic shelf registration statement on Form S-3 and a long-standing indenture first dated March 19, 2015, as supplemented on August 17, 2023. The company also filed related underwriting, indenture, note form, and legal opinion exhibits to support this debt issuance.

The Campbell’s Company reported the results of its November 18, 2025 Annual Meeting of Shareholders. All Board nominees were elected, with each director receiving over 224 million votes in favor and broker non-votes of 20,069,551 on each item. Shareholders also approved the ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal 2026, with 263,209,145 votes for the proposal.

On compensation matters, shareholders approved, on an advisory basis, the fiscal 2025 pay program for the company’s named executive officers, with 245,005,925 votes in favor. Two non-binding shareholder proposals did not pass: one seeking simple majority voting, which received 107,793,720 votes for and 139,770,479 against, and another requesting a report on the regenerative agriculture program, which received 26,495,290 votes for and 218,752,301 against.