Position in AVO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$257,716
-$98,420 QoQ
Shares Held
21,859
-15.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 169 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVO Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $42,062,912 across 7 Food Distribution names. AVO ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
357,732 | $29,899,239 | |
| 2 | USFD |
US Foods Holding Corp.
|
49,491 | $5,060,454 | |
| 3 | PFGC |
Performance Food Group Co
|
29,092 | $3,252,194 | |
| 4 | CHEF |
Chefs' Warehouse, Inc.
|
16,814 | $1,615,824 | |
| 5 | UNFI |
United Natural Foods Inc
|
24,054 | $1,098,546 | |
| 6 | ANDE |
Andersons, Inc.
|
12,850 | $878,939 | |
| 7 | AVO |
Mission Produce, Inc.
This page
|
21,859 | $257,716 |
All Filings in AVO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,716 | 21,859 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $356,136 | 25,882 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $298,282 | 25,714 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $179,410 | 14,926 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $169,950 | 14,501 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $182,656 | 12,711 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $143,917 | 11,226 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $102,435 | 10,368 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $136,231 | 11,477 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||