CPL
POST icon

Capital & Planning LLC’s Post Holdings POST Stock Holding History

Capital & Planning LLC’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Buy
+2,119
New +$216K 0.13% 41
2025
Q4 		– Sell
-2,609
Closed -$280K – 29
2025
Q3 		$280K Buy
+2,609
New +$280K 0.17% 36

Other funds holding POST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital & Planning LLC's POST Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Post Holdings (POST) in Q1 2026: 2,119 shares worth $209K. The stake represents 0.13% of the portfolio and ranks #41 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in POST as recently as Q3 2025.

Capital & Planning LLC first reported a position in POST in Q3 2025 and has held it in 2 quarters since. The position peaked at $280K in Q3 2025. 427 funds tracked by Wall St. Rank hold POST as of Q1 2026.

  • Capital & Planning LLC held 2,119 shares of Post Holdings worth $209K as of Q1 2026.
  • Post Holdings was a new Capital & Planning LLC position in Q1 2026.
  • Post Holdings made up 0.13% of Capital & Planning LLC's portfolio in Q1 2026, its #41 holding.
  • Capital & Planning LLC first reported a position in Post Holdings in Q3 2025 and has held it in 2 quarters since.
  • Capital & Planning LLC's Post Holdings position peaked at $280K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Post Holdings as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.