MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $313,524,545,538 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
90,510,747 $22,970,722,477 7.33%
SPY
Spdr S&P 500 ETF Trust
20,974,016 $13,640,241,563 4.35%
JPM
Jpmorgan Chase & Co
Financial Services
37,882,393 $11,143,484,723 3.55%
GOOGL
Alphabet Inc.
Communication Services
38,301,608 $11,014,010,392 3.51%
NVDA
Nvidia Corp
Technology
62,891,798 $10,968,329,569 3.50%
META
Meta Platforms, Inc.
Communication Services
14,125,738 $8,081,758,478 2.58%
LLY
ELI LILLY & Co
Healthcare
7,277,766 $6,693,870,826 2.14%
AMZN
Amazon Com Inc
Consumer Cyclical
32,102,051 $6,685,894,159 2.13%
HD
Home Depot, Inc.
Consumer Cyclical
19,541,498 $6,427,003,272 2.05%
WMT
Walmart Inc.
Consumer Defensive
41,980,282 $5,217,309,446 1.66%

Portfolio Trend

52 quarters · across all stocks

Holdings in MCD

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $626,336,639 2,015,305
2025-12-31 $4,667,196,258 15,270,740
2025-09-30 $210,209,828 691,730
2025-06-30 $1,131,757,307 3,873,626
2025-03-31 $2,874,745,169 9,203,013
2024-12-31 $2,721,575,443 9,388,304
2024-09-30 $2,623,089,943 8,614,134
2024-06-30 $470,919,343 1,847,902
2024-03-31 $468,616,122 1,662,054
2023-12-31 $847,533,509 2,858,364
2023-09-30 $3,348,429,349 12,710,406
2023-06-30 $3,789,250,159 12,698,134
2023-03-31 $3,472,902,428 12,420,523
2022-12-31 $3,394,588,952 12,881,224
2022-09-30 $2,368,270,819 10,263,807
2022-06-30 $3,126,333,026 12,663,371
2022-03-31 $2,297,762,600 9,292,149
2021-12-31 $2,423,901,535 9,042,047
2021-09-30 $2,102,441,582 8,719,844
2021-06-30 $1,934,886,574 8,376,495
2021-03-31 $1,794,012,745 8,003,983
2020-12-31 $1,777,081,387 8,281,673
2020-09-30 $1,805,741,591 8,226,988
2020-06-30 $1,564,955,481 8,483,523
2020-03-31 $1,326,069,134 8,019,771