Position in POST
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$209,484
-$70,931 QoQ
Shares Held
2,119
-18.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in POST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026CAPITAL & PLANNING, LLC holds $218,528 across 2 Packaged Foods names. POST ranks #1 (95.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POST |
Post Holdings, Inc.
This page
|
2,119 | $209,484 | |
| 2 | GIS |
General Mills Inc
|
243 | $9,044 |
All Filings in POST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,484 | 2,119 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $280,415 | 2,609 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||