MORGAN STANLEY

Position in SMPL — Simply Good Foods Co

CIK 895421 NEW YORK, NY

Back to SMPL Full portfolio

Position in SMPL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$30,220,032

+$7,819,800 QoQ

Shares Held

2,275,605

+45.8% QoQ

Ownership

2.57%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#11

of 300 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in SMPL 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. SMPL ranks #17 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 SMPL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,220,032	2,275,605	+45.8%	Shares	Defined	2026-08-13
2026-03-31	$22,400,232	1,560,992	-20.1%	Shares	Defined	2026-05-15
2025-12-31	$39,210,473	1,952,713	+158.9%	Shares	Defined	2026-05-27
2025-09-30	$18,719,660	754,217	-8.5%	Shares	Defined	2026-05-27
2025-06-30	$26,028,892	823,960	+10.7%	Shares	Defined	2025-08-15
2025-03-31	$25,666,487	744,172	-7.4%	Shares	Defined	2025-05-15
2024-12-31	$31,321,596	803,530	-5.3%	Shares	Defined	2025-05-15
2024-09-30	$29,510,302	848,729	+9.8%	Shares	Defined	2025-05-14
2024-06-30	$27,928,341	772,996	-12.4%	Shares	Defined	2025-05-14
2024-03-31	$30,035,383	882,615	-38.4%	Shares	Defined	2024-10-17
2023-12-31	$56,758,910	1,433,306	+5.8%	Shares	Defined	2024-08-16
2023-09-30	$46,748,979	1,354,258	+105.3%	Shares	Defined	2023-11-15
2023-06-30	$24,139,005	659,716	+23.2%	Shares	Defined	2023-08-14
2023-03-31	$21,299,534	535,568	-2.8%	Shares	Defined	2023-05-15
2022-12-31	$20,954,259	550,993	+2.3%	Shares	Defined	2023-02-14
2022-09-30	$17,228,978	538,574	-11.1%	Shares	Defined	2022-11-14
2022-06-30	$22,890,126	606,040	+44.5%	Shares	Defined	2022-10-27
2022-03-31	$15,917,174	419,425	-36.4%	Shares	Defined	2022-10-27
2021-12-31	$27,425,679	659,747	-14.0%	Shares	Defined	2022-02-14
2021-09-30	$26,449,860	766,885	+3.4%	Shares	Defined	2021-11-15
2021-06-30	$27,078,988	741,687	+11.3%	Shares	Defined	2021-08-23
2021-03-31	$20,278,395	666,614	-40.4%	Shares	Defined	2021-05-17
2020-12-31	$35,073,806	1,118,425	+138.2%	Shares	Defined	2021-02-16
2020-09-30	$10,353,510	469,547	-11.1%	Shares	Defined	2020-11-13
2020-06-30	$9,815,832	528,301	+1006.7%	Shares	Defined	2020-08-14
2020-03-31	$919,394	47,736	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.