Position in SFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,304,120
+$746,007 QoQ
Shares Held
53,756
+169.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 283 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $168,518,054 across 35 Packaged Foods names. SFD ranks #22 (0.8% 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 SFD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,304,120 | 53,756 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $558,113 | 19,954 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||