ROIC
POST icon

Route One Investment Company’s Post Holdings POST Stock Holding History

Route One Investment Company’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
Q2 		$260M Hold
2,950,568
– – 10.46% 1
2026
Q1 		$292M Sell
2,950,568
-185,900
-6% -$18.9M 12.42% 1
2025
Q4 		$311M Sell
3,136,468
-296,450
-9% -$30.7M 11.54% 2
2025
Q3 		$369M Buy
3,432,918
+19,000
+0.6% +$2.04M 13.66% 2
2025
Q2 		$372M Sell
3,413,918
-634,521
-16% -$71.1M 16.29% 2
2025
Q1 		$471M Sell
4,048,439
-126,100
-3% -$14M 19.64% 1
2024
Q4 		$478M Sell
4,174,539
-198,100
-5% -$22.6M 18.67% 1
2024
Q3 		$506M Sell
4,372,639
-801,651
-15% -$89.9M 17.74% 2
2024
Q2 		$539M Hold
5,174,290
– – 18.67% 1
2024
Q1 		$550M Hold
5,174,290
– – 20.05% 1
2023
Q4 		$456M Hold
5,174,290
– – 9.22% 2
2023
Q3 		$444M Hold
5,174,290
– – 15.23% 1
2023
Q2 		$448M Buy
5,174,290
+97,317
+2% +$8.54M 15.83% 1
2023
Q1 		$456M Hold
5,076,973
– – 16.96% 2
2022
Q4 		$458M Sell
5,076,973
-1,923,600
-27% -$171M 20.73% 1
2022
Q3 		$573M Hold
7,000,573
– – 21.7% 1
2022
Q2 		$576M Hold
7,000,573
– – 20.89% 1
2022
Q1 		$485M Sell
7,000,573
-3,696,303
-35% -$259M 15.11% 1
2021
Q4 		$789M Hold
10,696,876
– – 17.5% 2
2021
Q3 		$771M Hold
10,696,876
– – 19.85% 1
2021
Q2 		$759M Hold
10,696,876
– – 18.27% 1
2021
Q1 		$740M Hold
10,696,876
– – 18.66% 1
2020
Q4 		$707M Hold
10,696,876
– – 19.89% 1
2020
Q3 		$602M Hold
10,696,876
– – 15.8% 1
2020
Q2 		$613M Buy
10,696,876
+238,368
+2% +$13.9M 17.5% 1
2020
Q1 		$568M Buy
10,458,508
+1,033,590
+11% +$67.2M 18.61% 1
2019
Q4 		$673M Buy
9,424,918
+30,560
+0.3% +$2.09M 19.01% 1
2019
Q3 		$651M Buy
9,394,358
+279,626
+3% +$19.1M 19.62% 1
2019
Q2 		$620M Buy
9,114,732
+68,558
+0.8% +$4.82M 19.01% 1
2019
Q1 		$648M Buy
9,046,174
+148,220
+2% +$9.71M 15.47% 2
2018
Q4 		$519M Buy
8,897,954
+196,957
+2% +$11.9M 18.82% 1
2018
Q3 		$558M Hold
8,700,997
– – 18.03% 1
2018
Q2 		$490M Buy
8,700,997
+286,571
+3% +$15M 18.88% 1
2018
Q1 		$417M Buy
8,414,426
+1,489,403
+22% +$75.3M 17.91% 1
2017
Q4 		$359M Buy
6,925,023
+372,832
+6% +$19.8M 7.62% 4
2017
Q3 		$379M Buy
6,552,191
+183,360
+3% +$10M 10.94% 3
2017
Q2 		$324M Buy
6,368,831
+1,043,624
+20% +$56.3M 12.54% 3
2017
Q1 		$305M Hold
5,325,207
– – 11.34% 3
2016
Q4 		$280M Buy
5,325,207
+870,960
+20% +$44M 8.75% 2
2016
Q3 		$225M Buy
4,454,247
+116,892
+3% +$6.41M 10.17% 3
2016
Q2 		$235M Buy
4,337,355
+59,592
+1% +$2.88M 12.66% 1
2016
Q1 		$193M Buy
4,277,763
+497,670
+13% +$21M 10.07% 3
2015
Q4 		$153M Buy
3,780,093
+250,584
+7% +$10.4M 9.29% 5
2015
Q3 		$137M Sell
3,529,509
-884,866
-20% -$34.7M 8.08% 6
2015
Q2 		$156M Buy
4,414,375
+705,730
+19% +$21.8M 12.47% 3
2015
Q1 		$114M Buy
3,708,645
+91,680
+3% +$2.8M 13.02% 4
2014
Q4 		$99.2M Buy
3,616,965
+641,908
+22% +$15.8M 17.47% 2
2014
Q3 		$64.6M Buy
2,975,057
+1,342,595
+82% +$35.8M 14.92% 3
2014
Q2 		$54.4M Buy
1,632,462
+315,462
+24% +$10.6M 11.99% 5
2014
Q1 		$47.5M Buy
1,317,000
+926,649
+237% +$33.3M 8.06% 6
2013
Q4 		$12.6M Buy
+390,351
New +$11.5M 2.69% 10

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
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Route One Investment Company's POST Position: Q2 2026 in Review

Route One Investment Company held its Post Holdings (POST) position steady in Q2 2026 at 2,950,568 shares worth $260M. The position accounts for 10.46% of the portfolio, ranked #1.

Route One Investment Company first reported a position in POST in Q4 2013 and has held it in 51 quarters since. The position peaked at $789M in Q4 2021. 408 funds tracked by Wall St. Rank hold POST as of Q2 2026.

  • Route One Investment Company held 2,950,568 shares of Post Holdings worth $260M as of Q2 2026.
  • Route One Investment Company left its Post Holdings share count unchanged in Q2 2026.
  • Post Holdings made up 10.46% of Route One Investment Company's portfolio in Q2 2026, its #1 holding.
  • Route One Investment Company first reported a position in Post Holdings in Q4 2013 and has held it in 51 quarters since.
  • Route One Investment Company's Post Holdings position peaked at $789M in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Post Holdings as of Q2 2026.

Based on Route One Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.