Position in JBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,663,532
-$40,130,900 QoQ
Shares Held
2,081,311
-42.3% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 267 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in JBS 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. JBS ranks #19 (0.9% 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 JBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,663,532 | 2,081,311 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $64,794,432 | 3,607,708 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $59,267,955 | 4,110,122 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $67,265,155 | 4,505,369 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $110,369,166 | 7,554,358 | Shares | Defined | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||