Position in CVGW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$505,251
+$149,052 QoQ
Shares Held
19,591
+19.6% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 154 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0.23990607932213773.ToString("F0")%
Shared 0.ToString("F0")%
None 99.76009392067786.ToString("F0")%
Common Shares in CVGW 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. CVGW ranks #7 (1.7% 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
This page
|
19,591 | $505,251 | |
| 8 | AVO |
Mission Produce, Inc.
|
25,882 | $356,136 |
All Filings in CVGW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $505,251 | 19,591 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $356,199 | 16,377 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $412,406 | 16,022 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $918 | 36 | Shares | Defined | 2025-02-14 | |
| 2023-09-30 | $5,071 | 201 | Shares | Sole | 2023-11-16 | |
| 2022-03-31 | $7,326 | 201 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $229,426 | 2,955 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $207,248 | 2,985 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||