Position in UNFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,098,546
+$199,825 QoQ
Shares Held
24,054
+20.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 360 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $42,062,912 across 7 Food Distribution names. UNFI ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
29,092 | $3,252,194 | |
| 4 | CHEF |
Chefs' Warehouse, Inc.
|
16,814 | $1,615,824 | |
| 5 | UNFI |
United Natural Foods Inc
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|
24,054 | $1,098,546 | |
| 6 | ANDE |
Andersons, Inc.
|
12,850 | $878,939 | |
| 7 | AVO |
Mission Produce, Inc.
|
21,859 | $257,716 |
All Filings in UNFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,546 | 24,054 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||