Position in LW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$69,408,538
-$9,386,838 QoQ
Shares Held
1,642,417
-12.7% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85.38525843315065.ToString("F0")%
Shared 0.ToString("F0")%
None 14.614741566849347.ToString("F0")%
Common Shares in LW 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. LW ranks #11 (2.5% 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.
|
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 LW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,408,538 | 1,642,417 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $78,795,376 | 1,881,007 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $120,576,630 | 2,076,044 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $97,882,786 | 1,887,807 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $112,094,268 | 2,103,082 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $176,666,634 | 2,643,523 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $166,675,649 | 2,574,539 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $246,517,003 | 2,931,934 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $202,111,268 | 1,897,224 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $214,443,312 | 1,983,933 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $186,957,074 | 2,022,032 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $216,501,077 | 1,883,437 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $144,056,460 | 1,378,267 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $120,004,666 | 1,342,935 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $93,546,999 | 1,208,930 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $100,465,325 | 1,405,896 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $24,898,891 | 415,605 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $35,290,615 | 556,810 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,499,388 | 480,681 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $37,239,507 | 461,685 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $33,099,219 | 427,197 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $29,273,875 | 371,779 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $23,364,811 | 352,570 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,935,949 | 264,914 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,026,462 | 455,805 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||