Creative Planning

Position in PFGC — Performance Food Group Co

CIK 1540235 OVERLAND PARK, KS

Position in PFGC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,252,194

+$1,639,388 QoQ

Shares Held

29,092

+54.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#184

of 528 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Creative Planning holds $42,062,912 across 7 Food Distribution names. PFGC ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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.	21,859	$257,716

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,252,194	29,092	+54.5%	Shares	Defined	2026-08-13
2026-03-31	$1,612,806	18,828	+1.1%	Shares	Sole	2026-05-12
2025-12-31	$1,674,130	18,618	-4.6%	Shares	Sole	2026-02-17
2025-09-30	$2,031,068	19,522	+11.9%	Shares	Sole	2025-11-14
2025-06-30	$1,525,913	17,445	+4.5%	Shares	Defined	2025-08-08
2025-03-31	$1,313,042	16,699	+25.2%	Shares	Sole	2025-05-15
2024-12-31	$1,128,065	13,342	+14.2%	Shares	Defined	2025-02-14
2024-09-30	$915,674	11,684	+1.2%	Shares	Defined	2024-10-11
2024-06-30	$763,172	11,544	+102.7%	Shares	Defined	2024-08-15
2024-03-31	$425,074	5,695	-0.2%	Shares	Sole	2024-05-13
2023-12-31	$394,638	5,707	+32.6%	Shares	Defined	2024-02-14
2023-09-30	$253,332	4,304	+21.3%	Shares	Defined	2023-11-16
2023-06-30	$213,671	3,547	-12.6%	Shares	Sole	2023-07-21
2023-03-31	$244,920	4,059	+6.7%	Shares	Sole	2023-05-15
2022-12-31	$222,173	3,805	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.