Position in AVO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$356,136
+$57,854 QoQ
Shares Held
25,882
+0.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0.30136774592380805.ToString("F0")%
Shared 0.ToString("F0")%
None 99.69863225407619.ToString("F0")%
Common Shares in AVO Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $30,263,644 across 8 Food Distribution names. AVO ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
285,090 | $20,335,469 | |
| 2 | USFD |
US Foods Holding Corp.
|
52,219 | $4,815,113 | |
| 3 | PFGC |
Performance Food Group Co
|
18,828 | $1,612,806 | |
| 4 | ANDE |
Andersons, Inc.
|
14,618 | $1,049,280 | |
| 5 | UNFI |
United Natural Foods Inc
|
19,945 | $898,721 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
11,621 | $690,868 | |
| 7 | CVGW |
Calavo Growers Inc
|
19,591 | $505,251 | |
| 8 | AVO |
Mission Produce, Inc.
This page
|
25,882 | $356,136 |
All Filings in AVO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||