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Capital Advisors Ltd’s Simply Good Foods SMPL Stock Holding History

Capital Advisors Ltd’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13
Closed – – 1566
2026
Q1 		$0 Sell
13
-199
-94% -$3.43K ﹤0.01% 1584
2025
Q4 		$4K Buy
+212
New +$4.41K ﹤0.01% 991

Other funds holding SMPL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Capital Advisors Ltd's SMPL Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Simply Good Foods (SMPL) in Q2 2026, closing a stake of 13 shares.

Capital Advisors Ltd first reported a position in SMPL in Q4 2025 and held it in 2 quarters. The position peaked at $4K in Q4 2025. 17 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Simply Good Foods position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 13 Simply Good Foods shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in Simply Good Foods in Q4 2025 and held it in 2 quarters.
  • Capital Advisors Ltd's Simply Good Foods position peaked at $4K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.