Position in USNA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,923,680
+$5,549,385 QoQ
Shares Held
417,971
+116.4% QoQ
Ownership
2.26%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#7
of 134 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USNA 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. USNA ranks #8 (5.3% 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
This page
|
417,971 | $8,923,680 |
All Filings in USNA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,923,680 | 417,971 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,374,295 | 193,148 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,444,111 | 124,509 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $817,738 | 29,682 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $612,156 | 20,051 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $524,242 | 19,438 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $436,099 | 12,151 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $394,292 | 10,398 | Shares | Defined | 2024-10-11 | |
| 2024-03-31 | $278,292 | 5,738 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $226,137 | 4,219 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $25,424 | 320 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||