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Equibles

MORGAN STANLEY

Position in POST — Post Holdings, Inc.

CIK 895421 NEW YORK, NY
Back to POST Full portfolio

Position in POST

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$89,303,489
+$10,667,980 QoQ
Shares Held
1,011,823
+27.2% QoQ
Ownership
2.30%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 415 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

MORGAN STANLEY holds $2,608,389,413 across 52 Packaged Foods names. POST ranks #10 (3.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
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 POST

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $89,303,489 1,011,823
2026-03-31 $78,635,509 795,423
2025-12-31 $90,134,996 909,995
2025-09-30 $86,163,375 801,669
2025-06-30 $50,702,216 465,030
2025-03-31 $43,557,151 374,331
2024-12-31 $48,495,325 423,688
2024-09-30 $35,086,945 303,127
2024-06-30 $67,745,453 650,398
2024-03-31 $74,556,798 701,513
2023-12-31 $63,810,033 724,620
2023-09-30 $25,885,416 301,906
2023-06-30 $25,985,117 299,886
2023-03-31 $30,998,225 344,923
2022-12-31 $22,300,263 247,067
2022-09-30 $18,601,674 227,099
2022-06-30 $17,374,940 210,989
2022-03-31 $6,451,080 93,143
2021-12-31 $19,365,101 171,783
2021-09-30 $16,519,801 149,962
2021-06-30 $33,603,343 309,794
2021-03-31 $4,730,124 44,742
2020-12-31 $5,636,252 55,799
2020-09-30 $2,314,858 26,917
2020-06-30 $3,257,795 37,181
2020-03-31 $4,667,637 56,257