Position in DAR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,703,928
-$121,856 QoQ
Shares Held
86,121
+10.4% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#167
of 610 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DAR Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $168,522,242 across 35 Packaged Foods names. DAR ranks #16 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
548,688 | $19,094,341 | |
| 2 | MKC |
Mccormick & Co Inc
|
348,554 | $17,574,092 | |
| 3 | CPB |
CAMPBELL'S Co
|
546,994 | $12,181,555 | |
| 4 | CAG |
Conagra Brands Inc.
|
886,177 | $11,927,942 | |
| 5 | KHC |
Kraft Heinz Co
|
483,231 | $11,413,915 | |
| 6 | FLO |
Flowers Foods Inc
|
1,261,623 | $9,966,820 | |
| 7 | INGR |
Ingredion Inc
|
99,311 | $9,405,744 | |
| 8 | USNA |
Usana Health Sciences Inc
|
417,971 | $8,923,680 |
All Filings in DAR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,703,928 | 86,121 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,825,784 | 78,024 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,061,424 | 29,484 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $749,307 | 24,273 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $740,246 | 19,511 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $436,672 | 13,978 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $649,408 | 19,276 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $830,673 | 22,354 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $673,735 | 18,333 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $777,925 | 16,726 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $929,266 | 18,645 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $606,981 | 11,628 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $936,756 | 14,685 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $666,577 | 11,414 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $562,934 | 8,994 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $394,187 | 5,959 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $438,714 | 5,458 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $389,340 | 5,619 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $429,171 | 5,969 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $460,687 | 6,825 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $483,347 | 6,569 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $312,510 | 5,418 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||