Position in UNFI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$898,721
+$395,759 QoQ
Shares Held
19,945
+33.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0.0952619704186513.ToString("F0")%
Shared 0.ToString("F0")%
None 99.90473802958135.ToString("F0")%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $30,263,644 across 8 Food Distribution names. UNFI ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
285,090 | $20,335,469 | |
| 2 | USFD |
US Foods Holding Corp.
|
52,219 | $4,815,113 | |
| 3 | PFGC |
Performance Food Group Co
|
18,828 | $1,612,806 | |
| 4 | ANDE |
Andersons, Inc.
|
14,618 | $1,049,280 | |
| 5 | UNFI |
United Natural Foods Inc
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|
19,945 | $898,721 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
11,621 | $690,868 | |
| 7 | CVGW |
Calavo Growers Inc
|
19,591 | $505,251 | |
| 8 | AVO |
Mission Produce, Inc.
|
25,882 | $356,136 |
All Filings in UNFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $898,721 | 19,945 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $502,962 | 14,938 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $569,189 | 15,130 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $366,386 | 15,718 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $408,138 | 14,901 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $406,318 | 14,878 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $227,169 | 13,506 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $164,442 | 12,553 | Shares | Defined | 2024-08-15 | |
| 2023-06-30 | $224,531 | 11,485 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,632,671 | 61,961 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $682,883 | 17,641 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $471,143 | 13,708 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $415,670 | 10,550 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $434,216 | 10,501 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $373,155 | 7,603 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $368,137 | 7,603 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $540,572 | 14,618 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||