Allianz Global’s $4.25 Billion Consumer Goods Stock Investments: IP, RAI, KMB, PEP, XRX, PBI, KFT

Wall St. Watchdog reveals information regarding Allianz Global Investors of America’s top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 117 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $4.257 billion.

  • International Paper Co. (NYSE:IP): On 06/30/2011, Allianz Global Investors of America reported holding 13,140,733 shares with a market value of $391,856,654. This comprised 1.09% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 21,853,933 shares with a market value of $508,103,942. This comprised 1.67% of the total portfolio. The net change in shares for this position over the two quarters is 8,713,200. About Company: International Paper Company produces and distributes printing paper, packaging, forest products, and chemical products. The Company operates specialty businesses in global markets as well as a broadly based distribution network. International Paper exports its products worldwide.
  • Reynolds American Inc. (NYSE:RAI): On 06/30/2011, Allianz Global Investors of America reported holding 8,317,705 shares with a market value of $308,170,964. This comprised 0.85% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 8,343,870 shares with a market value of $312,728,244. This comprised 1.03% of the total portfolio. The net change in shares for this position over the two quarters is 26,165. About Company: Reynolds American Inc., through its subsidiaries, manufactures tobacco and smokeless tobacco products. The Company’s subsidiary sells its products in the United States and its territories.
  • Kimberly-clark Corporation (NYSE:KMB): On 06/30/2011, Allianz Global Investors of America reported holding 5,278,218 shares with a market value of $351,318,177. This comprised 0.97% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 4,387,903 shares with a market value of $311,585,001. This comprised 1.03% of the total portfolio. The net change in shares for this position over the two quarters is -890,315. About Company: Kimberly-Clark Corporation is a global health and hygiene company that manufactures and provides consumer products. The Company’s products include diapers, tissues, paper towels, incontinence care products, surgical gowns, and disposable face masks. Kimberly-Clark’s products are sold in countries around the world.
  • Pepsico Inc. (NYSE:PEP): On 06/30/2011, Allianz Global Investors of America reported holding 4,260,836 shares with a market value of $300,090,681. This comprised 0.83% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 4,312,019 shares with a market value of $266,913,983. This comprised 0.88% of the total portfolio. The net change in shares for this position over the two quarters is 51,183. About Company: PepsiCo, Inc. operates worldwide beverage, snack and food businesses. The Company manufacture or uses contract manufacturers, market and sell a variety of grain-based snacks, carbonated and non-carbonated beverages and foods in countries throughout the world.
  • Xerox Corp. (NYSE:XRX): On 06/30/2011, Allianz Global Investors of America reported holding 34,413,322 shares with a market value of $358,242,677. This comprised 0.99% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 37,388,522 shares with a market value of $260,597,990. This comprised 0.86% of the total portfolio. The net change in shares for this position over the two quarters is 2,975,200. About Company: Xerox Corporation develops, manufactures, markets, services, and finances a range of document processing products and services for use in offices around the world. The Company also, through subsidiaries, provides network management, consulting, design, and integration services for medium and large companies.
  • Whirlpool Corp. (NYSE:WHR): On 06/30/2011, Allianz Global Investors of America reported holding 93,712 shares with a market value of $7,620,660. This comprised 0.02% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 4,987,386 shares with a market value of $248,920,434. This comprised 0.82% of the total portfolio. The net change in shares for this position over the two quarters is 4,893,674. About Company: Whirlpool Corporation manufactures and markets major home appliances. The Company’s principal products include laundry appliances, refrigeration and room air conditioning equipment, cooking appliances, dishwashers, and mixers and other small household appliances. Whirlpool’s products are sold worldwide
  • Pitney Bowes Inc. (NYSE:PBI): On 06/30/2011, Allianz Global Investors of America reported holding 12,883,782 shares with a market value of $296,198,145. This comprised 0.82% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 13,223,767 shares with a market value of $248,606,810. This comprised 0.82% of the total portfolio. The net change in shares for this position over the two quarters is 339,985. About Company: Pitney Bowes Inc. sells and finances, rents, and services integrated mail and document management systems. The Company offers a full suite of equipment, supplies, software and services for end-to-end mailstream solutions.
  • Kraft Foods Inc. (NYSE:KFT): On 06/30/2011, Allianz Global Investors of America reported holding 8,536,645 shares with a market value of $300,745,999. This comprised 0.83% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 6,994,929 shares with a market value of $234,889,729. This comprised 0.77% of the total portfolio. The net change in shares for this position over the two quarters is -1,541,716. About Company: Kraft Foods Inc. is a food and beverage company. The Company manufactures and markets packaged food products, including snacks, beverages, cheese, convenient meals and various packaged grocery products. Kraft sells its products throughout the world.
  • Mattel Inc. (NASDAQ:MAT): On 06/30/2011, Allianz Global Investors of America reported holding 399,922 shares with a market value of $10,993,856. This comprised 0.03% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 8,402,445 shares with a market value of $217,539,296. This comprised 0.72% of the total portfolio. The net change in shares for this position over the two quarters is 8,002,523. About Company: Mattel, Inc. designs, manufactures, and markets a broad variety of children’s products on a worldwide basis. The Company sells its products to retailers and directly to consumers. Mattel’s products include branded fashion dolls, infant and preschool products, toy cars, and electrical vehicles, among others.
  • Corn Products International Inc. (NYSE:CPO): On 06/30/2011, Allianz Global Investors of America reported holding 2,560,730 shares with a market value of $141,557,151. This comprised 0.39% of the total portfolio. On 09/30/2011, Allianz Global Investors of America reported holding 2,378,498 shares with a market value of $93,332,266. This comprised 0.31% of the total portfolio. The net change in shares for this position over the two quarters is -182,232. About Company: Corn Products International, Inc. refines corn and produces sweeteners and starches. The Company has customers in a wide range of industries, including the food, soft drink, brewing, pharmaceutical, corrugating, paper, and textile industries. Corn Products has Company-owned operations, joint ventures, alliances, and technical licenses in countries around the world.

(Note: Data regarding Allianz Global Investors of America’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

Advantage: Check out our interactive stock charts, fundamentals, Twitter stream, and more >>

Improve Your 2011 Financial Health: Join the winning team of stock pickers with Wall St. Cheat Sheet’s acclaimed premium newsletter>>

More from The Cheat Sheet