Creative Planning

Position in SMPL — Simply Good Foods Co

CIK 1540235 OVERLAND PARK, KS

Position in SMPL

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

Position Value

$6,393,151

+$3,472,180 QoQ

Shares Held

481,412

+136.5% QoQ

Ownership

0.544%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#36

of 300 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Creative Planning holds $168,580,472 across 36 Packaged Foods names. SMPL ranks #10 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,393,151	481,412	+136.5%	Shares	Defined	2026-08-13
2026-03-31	$2,920,971	203,552	+15.5%	Shares	Sole	2026-05-12
2025-12-31	$3,538,417	176,216	+262.3%	Shares	Sole	2026-02-17
2025-09-30	$1,207,195	48,638	+127.9%	Shares	Sole	2025-11-14
2025-06-30	$674,288	21,345	+20.9%	Shares	Sole	2025-08-08
2025-03-31	$608,748	17,650	-38.1%	Shares	Sole	2025-05-15
2024-12-31	$1,111,943	28,526	+126.7%	Shares	Defined	2025-02-14
2024-09-30	$437,475	12,582	-41.6%	Shares	Defined	2024-10-11
2024-06-30	$778,091	21,536	+81.6%	Shares	Sole	2024-08-15
2024-03-31	$403,595	11,860	-6.1%	Shares	Defined	2024-05-13
2023-12-31	$500,266	12,633	+85.6%	Shares	Defined	2024-02-14
2023-06-30	$249,068	6,807	+2.5%	Shares	Sole	2023-07-21
2023-03-31	$264,112	6,641	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.