WCM
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Wallace Capital Management’s Post Holdings POST Stock Holding History

Wallace Capital Management’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 		$11.7M Sell
118,168
-2,290
-2% -$233K 1.34% 17
2025
Q4 		$11.9M Sell
120,458
-1,923
-2% -$199K 1.44% 16
2025
Q3 		$13.2M Sell
122,381
-3,260
-3% -$350K 1.63% 15
2025
Q2 		$13.7M Sell
125,641
-3,270
-3% -$366K 1.87% 13
2025
Q1 		$15M Sell
128,911
-435
-0.3% -$48.3K 1.92% 11
2024
Q4 		$14.8M Sell
129,346
-2,155
-2% -$246K 2.02% 12
2024
Q3 		$15.2M Sell
131,501
-2,095
-2% -$235K 2.06% 11
2024
Q2 		$13.9M Sell
133,596
-1,885
-1% -$196K 2.02% 11
2024
Q1 		$14.4M Sell
135,481
-2,135
-2% -$214K 1.96% 13
2023
Q4 		$12.1M Sell
137,616
-2,740
-2% -$233K 1.8% 13
2023
Q3 		$12M Buy
140,356
+15
+0% +$1.31K 1.85% 12
2023
Q2 		$12.2M Buy
140,341
+785
+0.6% +$68.8K 1.88% 10
2023
Q1 		$12.5M Sell
139,556
-4,265
-3% -$388K 2.06% 10
2022
Q4 		$13M Sell
143,821
-2,555
-2% -$228K 2.03% 13
2022
Q3 		$12M Buy
146,376
+35
+0% +$3.03K 2% 11
2022
Q2 		$11.9M Buy
146,341
+9,235
+7% +$716K 1.8% 12
2022
Q1 		$10M Sell
137,106
-61,919
-31% -$4.33M 1.51% 16
2021
Q4 		$14.7M Buy
199,025
+4,660
+2% +$320K 2.06% 14
2021
Q3 		$14M Buy
194,365
+45,593
+31% +$3.23M 1.9% 13
2021
Q2 		$10.6M Buy
148,772
+12,002
+9% +$885K 1.39% 20
2021
Q1 		$9.87M Buy
136,770
+9,954
+8% +$652K 1.29% 20
2020
Q4 		$8.38M Buy
126,816
+62,915
+98% +$3.89M 1.27% 20
2020
Q3 		$3.6M Buy
+63,901
New +$3.65M 0.63% 31

Other funds holding POST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wallace Capital Management's POST Position: Q1 2026 in Review

Wallace Capital Management reduced its Post Holdings (POST) stake by 1.9% in Q1 2026, selling an estimated $233K and leaving 118,168 shares worth $11.7M. The position accounts for 1.34% of the portfolio, ranked #17.

Wallace Capital Management first reported a position in POST in Q3 2020 and has held it in 23 quarters since. The position peaked at $15.2M in Q3 2024. 426 funds tracked by Wall St. Rank hold POST as of Q1 2026.

  • Wallace Capital Management held 118,168 shares of Post Holdings worth $11.7M as of Q1 2026.
  • Wallace Capital Management sold 2,290 Post Holdings shares in Q1 2026, an estimated $233K.
  • Post Holdings made up 1.34% of Wallace Capital Management's portfolio in Q1 2026, its #17 holding.
  • Wallace Capital Management first reported a position in Post Holdings in Q3 2020 and has held it in 23 quarters since.
  • Wallace Capital Management's Post Holdings position peaked at $15.2M in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Post Holdings as of Q1 2026.

Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.