Mount Yale Investment Advisors’s Post Holdings POST Stock Holding History

Mount Yale Investment 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	-624	Closed	-$68K	–	1362
2025 Q2	$68K	Buy	+624	New	+$69.9K	0.01%	731
2018 Q4	–	Sell	-353	Closed	-$21K	–	658
2018 Q3	$21K	Buy	353 +20	+6%	+$1.23K	﹤0.01%	772
2018 Q2	$19K	Buy	333 +147	+79%	+$7.68K	﹤0.01%	808
2018 Q1	$9K	Buy	+186	New	+$9.41K	﹤0.01%	862

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

Mount Yale Investment Advisors's POST Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Post Holdings (POST) in Q3 2025, closing a stake of 624 shares — an estimated $68K sold.

Mount Yale Investment Advisors first reported a position in POST in Q1 2018 and held it in 4 quarters. The position peaked at $68K in Q2 2025. 415 funds tracked by Wall St. Rank hold POST as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Post Holdings position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 624 Post Holdings shares in Q3 2025, an estimated $68K.
Mount Yale Investment Advisors first reported a position in Post Holdings in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Post Holdings position peaked at $68K in Q2 2025.
415 funds tracked by Wall St. Rank held Post Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.