Morningstar Investment Management LLC

Position in SMPL — Simply Good Foods Co

CIK 1673385 CHICAGO, IL

Position in SMPL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$449,169

-$36,191 QoQ

Shares Held

33,823

0.0% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#144

of 298 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Morningstar Investment Management LLC holds $9,152,458 across 6 Packaged Foods names. SMPL ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	84,981	$2,957,338
2	CPB	CAMPBELL'S Co	119,361	$2,658,169
3	KHC	Kraft Heinz Co	87,065	$2,056,475
4	MKC	Mccormick & Co Inc	12,302	$620,266
5	SMPL	Simply Good Foods Co This page	33,823	$449,169
6	INGR	Ingredion Inc	4,340	$411,041

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,169	33,823	0.0%	Shares	Sole	2026-07-21
2026-03-31	$485,360	33,823	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.