Position in BGS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,101,558
-$4,903,689 QoQ
Shares Held
1,784,312
-28.5% QoQ
Ownership
2.20%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 182 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in BGS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $2,608,389,413 across 52 Packaged Foods names. BGS ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
12,396,304 | $431,391,371 | |
| 2 | KHC |
Kraft Heinz Co
|
17,440,754 | $411,950,602 | |
| 3 | MKC |
Mccormick & Co Inc
|
5,013,328 | $252,778,489 | |
| 4 | SJM |
J M SMUCKER Co
|
1,880,292 | $211,532,844 | |
| 5 | CPB |
CAMPBELL'S Co
|
7,076,660 | $157,597,212 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
6,189,592 | $153,625,667 | |
| 7 | CAG |
Conagra Brands Inc.
|
11,048,944 | $148,718,780 | |
| 8 | DAR |
Darling Ingredients Inc.
|
2,535,524 | $138,490,315 |
All Filings in BGS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,101,558 | 1,784,312 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,005,247 | 2,495,894 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,046,309 | 2,568,910 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $9,447,964 | 2,132,724 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $9,142,558 | 2,161,362 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,040,599 | 2,771,558 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,538,362 | 1,819,792 | Shares | Defined | 2025-05-15 | |
| 2024-06-30 | $14,889,181 | 1,842,721 | Shares | Defined | 2024-10-17 | |
| 2024-03-31 | $16,842,593 | 1,472,255 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $15,185,097 | 1,446,200 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $9,696,803 | 980,466 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $17,105,991 | 1,228,879 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,628,098 | 1,392,666 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,941,130 | 1,250,326 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $25,394,529 | 1,539,996 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $40,920,168 | 1,720,781 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $41,393,684 | 1,534,236 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $44,383,273 | 1,444,298 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $41,870,535 | 1,400,821 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $45,408,514 | 1,384,406 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $31,460,485 | 1,012,894 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $27,354,561 | 986,461 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $24,241,792 | 872,949 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,122,714 | 825,378 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,599,193 | 696,473 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||