Position in SFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,080,866
+$20,451,166 QoQ
Shares Held
2,398,315
+14.9% QoQ
Ownership
0.610%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 82.46210360190383.ToString("F0")%
Shared 0.ToString("F0")%
None 17.537896398096166.ToString("F0")%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026MORGAN STANLEY holds $2,747,329,301 across 55 Packaged Foods names. SFD ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 SFD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,080,866 | 2,398,315 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,629,700 | 2,088,209 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $45,799,731 | 1,950,585 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $15,155,175 | 644,079 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,321,759 | 64,824 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||