Carolina Wealth Advisors’s Post Holdings POST Stock Holding History

Carolina Wealth Advisors’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
2025 Q3	–	Sell	-131	Closed	-$14.3K	–	280
2025 Q2	$14.3K	Sell	131 -2,589	-95%	-$290K	0.01%	133
2025 Q1	$316K	Sell	2,720 -4,030	-60%	-$447K	0.17%	54
2024 Q4	$773K	Buy	6,750 +177	+3%	+$20.2K	0.42%	33
2024 Q3	$761K	Sell	6,573 -605	-8%	-$67.8K	0.39%	33
2024 Q2	$748K	Buy	7,178 +763	+12%	+$79.4K	0.37%	36
2024 Q1	$682K	Buy	6,415 +1	+0%	+$100	0.37%	39
2023 Q4	$565K	Sell	6,414 -110	-2%	-$9.34K	0.29%	51
2023 Q3	$559K	Buy	6,524 +431	+7%	+$37.6K	0.32%	48
2023 Q2	$528K	Buy	6,093 +392	+7%	+$34.4K	0.32%	39
2023 Q1	$512K	Buy	+5,701	New	+$518K	0.3%	44

Other funds holding POST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Carolina Wealth Advisors's POST Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Post Holdings (POST) in Q3 2025, closing a stake of 131 shares — an estimated $14.3K sold.

Carolina Wealth Advisors first reported a position in POST in Q1 2023 and held it in 10 quarters. The position peaked at $773K in Q4 2024. 415 funds tracked by Wall St. Rank hold POST as of Q3 2025.

Carolina Wealth Advisors reported no remaining Post Holdings position as of Q3 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 131 Post Holdings shares in Q3 2025, an estimated $14.3K.
Carolina Wealth Advisors first reported a position in Post Holdings in Q1 2023 and held it in 10 quarters.
Carolina Wealth Advisors's Post Holdings position peaked at $773K in Q4 2024.
415 funds tracked by Wall St. Rank held Post Holdings as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.