Morgan Stanley
TBBB icon

Morgan Stanley’s BBB Foods TBBB Stock Holding History

Morgan Stanley’s Portfolio TBBB Stock Details TBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166M Buy
3,977,125
+958,936
+32% +$36.6M 0.01% 1168
2026
Q1 		$107M Sell
3,018,189
-516,695
-15% -$18.1M 0.01% 1386
2025
Q4 		$118M Sell
3,534,884
-34,189
-1% -$1.02M 0.01% 1304
2025
Q3 		$96.2M Buy
3,569,073
+122,775
+4% +$3.19M 0.01% 1437
2025
Q2 		$95.7M Sell
3,446,298
-57,542
-2% -$1.62M 0.01% 1358
2025
Q1 		$93.5M Buy
3,503,840
+1,309,048
+60% +$36.5M 0.01% 1295
2024
Q4 		$62.1M Sell
2,194,792
-490,504
-18% -$15.3M ﹤0.01% 1635
2024
Q3 		$80.6M Sell
2,685,296
-398,552
-13% -$11.2M 0.01% 1407
2024
Q2 		$73.6M Buy
3,083,848
+1,770,758
+135% +$41.4M 0.01% 1395
2024
Q1 		$31.2M Buy
+1,313,090
New +$28.2M ﹤0.01% 2211

Other funds holding TBBB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley's TBBB Position: Q2 2026 in Review

Morgan Stanley increased its BBB Foods (TBBB) stake by 32% in Q2 2026, buying an estimated $36.6M and bringing the position to 3,977,125 shares worth $166M. The position accounts for 0.01% of the portfolio, ranked #1168.

Morgan Stanley first reported a position in TBBB in Q1 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

  • Morgan Stanley held 3,977,125 shares of BBB Foods worth $166M as of Q2 2026.
  • Morgan Stanley bought 958,936 BBB Foods shares in Q2 2026, an estimated $36.6M.
  • BBB Foods made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1168 holding.
  • Morgan Stanley first reported a position in BBB Foods in Q1 2024 and has held it in 10 quarters since.
  • 165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.