MORGAN STANLEY

Position in POST — Post Holdings, Inc.

CIK 895421 NEW YORK, NY

Back to POST Full portfolio

Position in POST

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$78,635,509

-$11,499,487 QoQ

Shares Held

795,423

-12.6% QoQ

Ownership

1.76%

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 92% Shared 0% None 8%

Common Shares in POST Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Mar 31, 2026

MORGAN STANLEY holds $2,753,391,723 across 57 Packaged Foods names. POST ranks #10 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 POST

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$78,635,509	795,423	-12.6%	Shares	Defined	2026-05-15
2025-12-31	$90,134,996	909,995	+13.5%	Shares	Defined	2026-05-27
2025-09-30	$86,163,375	801,669	+72.4%	Shares	Defined	2026-05-27
2025-06-30	$50,702,216	465,030	+24.2%	Shares	Defined	2025-08-15
2025-03-31	$43,557,151	374,331	-11.6%	Shares	Defined	2025-05-15
2024-12-31	$48,495,325	423,688	+39.8%	Shares	Defined	2025-05-15
2024-09-30	$35,086,945	303,127	-53.4%	Shares	Defined	2025-05-14
2024-06-30	$67,745,453	650,398	-7.3%	Shares	Defined	2025-05-14
2024-03-31	$74,556,798	701,513	-3.2%	Shares	Defined	2024-10-17
2023-12-31	$63,810,033	724,620	+140.0%	Shares	Defined	2024-08-16
2023-09-30	$25,885,416	301,906	+0.7%	Shares	Defined	2023-11-15
2023-06-30	$25,985,117	299,886	-13.1%	Shares	Defined	2023-08-14
2023-03-31	$30,998,225	344,923	+39.6%	Shares	Defined	2023-05-15
2022-12-31	$22,300,263	247,067	+8.8%	Shares	Defined	2023-02-14
2022-09-30	$18,601,674	227,099	+7.6%	Shares	Defined	2022-11-14
2022-06-30	$17,374,940	210,989	+126.5%	Shares	Defined	2022-10-27
2022-03-31	$6,451,080	93,143	-45.8%	Shares	Defined	2022-10-27
2021-12-31	$12,673,493	171,783	+14.6%	Shares	Defined	2022-02-14
2021-09-30	$10,811,388	149,962	-51.6%	Shares	Defined	2021-11-15
2021-06-30	$21,991,714	309,794	+592.4%	Shares	Defined	2021-08-23
2021-03-31	$3,095,629	44,742	-19.8%	Shares	Defined	2021-05-17
2020-12-31	$3,688,646	55,799	+107.3%	Shares	Defined	2021-02-16
2020-09-30	$1,514,959	26,917	-27.6%	Shares	Defined	2020-11-13
2020-06-30	$2,132,065	37,181	-33.9%	Shares	Defined	2020-08-14
2020-03-31	$3,054,736	56,257	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.