Position in DOLE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,527,117
-$542,760 QoQ
Shares Held
111,306
-23.2% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 209 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOLE Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $31,570,591 across 8 Farm Products names. DOLE ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADM |
Archer-Daniels-Midland Co
|
162,408 | $12,407,970 | |
| 2 | CALM |
Cal-Maine Foods Inc
|
70,054 | $5,643,550 | |
| 3 | TSN |
Tyson Foods, Inc.
|
95,810 | $5,485,121 | |
| 4 | DMC |
Del Monte Corp
|
77,938 | $2,175,248 | |
| 5 | BG |
Bunge Global SA
|
20,222 | $2,158,293 | |
| 6 | VITL |
Vital Farms, Inc.
|
182,656 | $2,124,288 | |
| 7 | DOLE |
Dole plc
This page
|
111,306 | $1,527,117 | |
| 8 | VFF |
Village Farms International, Inc.
|
24,502 | $49,004 |
All Filings in DOLE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,527,117 | 111,306 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,069,877 | 144,848 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,930,037 | 128,755 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $983,445 | 73,173 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $688,559 | 49,218 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $427,113 | 29,558 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $187,000 | 13,811 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||