Position in CAG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$221,725,153
-$41,898,471 QoQ
Shares Held
14,104,654
-7.4% QoQ
Ownership
2.95%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 65.85619895390556.ToString("F0")%
Shared 0.ToString("F0")%
None 34.14380104609443.ToString("F0")%
Common Shares in CAG Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026MORGAN STANLEY holds $2,747,470,378 across 56 Packaged Foods names. CAG ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
22,933,985 | $515,785,315 | |
| 2 | GIS |
General Mills Inc
|
10,898,310 | $405,635,092 | |
| 3 | CAG |
Conagra Brands Inc.
This page
|
14,104,654 | $221,725,153 | |
| 4 | SJM |
J M SMUCKER Co
|
2,164,404 | $208,735,114 | |
| 5 | MKC |
Mccormick & Co Inc
|
3,829,370 | $193,153,417 | |
| 6 | DAR |
Darling Ingredients Inc.
|
2,703,846 | $167,232,869 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
7,141,040 | $161,744,551 | |
| 8 | CPB |
CAMPBELL'S Co
|
6,416,941 | $142,905,271 |
All Filings in CAG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,725,153 | 14,104,654 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $263,623,624 | 15,229,557 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $235,333,553 | 12,852,734 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $194,553,380 | 9,504,318 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $265,785,025 | 9,965,693 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $240,378,459 | 8,662,287 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $276,349,685 | 8,497,838 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $238,706,024 | 8,399,227 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $255,962,199 | 8,635,702 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $263,282,130 | 9,186,397 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $218,786,311 | 7,979,078 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $295,520,826 | 8,763,963 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $312,562,482 | 8,321,685 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $279,270,031 | 7,216,280 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $201,520,949 | 6,175,941 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $204,382,868 | 5,969,126 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $107,789,337 | 3,210,883 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $93,724,808 | 2,744,504 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $94,949,153 | 2,803,341 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $123,996,752 | 3,408,377 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $102,757,903 | 2,732,923 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $125,323,114 | 3,456,236 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $102,738,595 | 2,877,026 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $106,413,408 | 3,025,687 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $76,713,359 | 2,614,634 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||