MORGAN STANLEY

Position in LW — Lamb Weston Holdings, Inc.

CIK 895421 NEW YORK, NY

Back to LW Full portfolio

Position in LW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$67,500,784

-$1,907,754 QoQ

Shares Held

1,563,242

-4.8% QoQ

Ownership

1.14%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#17

of 556 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Common Shares in LW Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

MORGAN STANLEY holds $2,606,779,193 across 51 Packaged Foods names. LW ranks #11 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 LW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,500,784	1,563,242	-4.8%	Shares	Defined	2026-08-13
2026-03-31	$69,408,538	1,642,417	-12.7%	Shares	Defined	2026-05-15
2025-12-31	$78,795,376	1,881,007	-9.4%	Shares	Defined	2026-05-27
2025-09-30	$120,576,630	2,076,044	+10.0%	Shares	Defined	2026-05-27
2025-06-30	$97,882,786	1,887,807	-10.2%	Shares	Defined	2025-08-15
2025-03-31	$112,094,268	2,103,082	-20.4%	Shares	Defined	2025-05-15
2024-12-31	$176,666,634	2,643,523	+2.7%	Shares	Defined	2025-05-15
2024-09-30	$166,675,649	2,574,539	-12.2%	Shares	Defined	2025-05-14
2024-06-30	$246,517,003	2,931,934	+54.5%	Shares	Defined	2025-05-14
2024-03-31	$202,111,268	1,897,224	-4.4%	Shares	Defined	2024-10-17
2023-12-31	$214,443,312	1,983,933	-1.9%	Shares	Defined	2024-08-16
2023-09-30	$186,957,074	2,022,032	+7.4%	Shares	Defined	2023-11-15
2023-06-30	$216,501,077	1,883,437	+36.7%	Shares	Defined	2023-08-14
2023-03-31	$144,056,460	1,378,267	+2.6%	Shares	Defined	2023-05-15
2022-12-31	$120,004,666	1,342,935	+11.1%	Shares	Defined	2023-02-14
2022-09-30	$93,546,999	1,208,930	-14.0%	Shares	Defined	2022-11-14
2022-06-30	$100,465,325	1,405,896	+238.3%	Shares	Defined	2022-10-27
2022-03-31	$24,898,891	415,605	-25.4%	Shares	Defined	2022-10-27
2021-12-31	$35,290,615	556,810	+15.8%	Shares	Defined	2022-02-14
2021-09-30	$29,499,388	480,681	+4.1%	Shares	Defined	2021-11-15
2021-06-30	$37,239,507	461,685	+8.1%	Shares	Defined	2021-08-23
2021-03-31	$33,099,219	427,197	+14.9%	Shares	Defined	2021-05-17
2020-12-31	$29,273,875	371,779	+5.4%	Shares	Defined	2021-02-16
2020-09-30	$23,364,811	352,570	+33.1%	Shares	Defined	2020-11-13
2020-06-30	$16,935,949	264,914	-41.9%	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.