Capital World Investors
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Capital World Investors’s Simply Good Foods SMPL Stock Holding History

Capital World Investors’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
2025
Q1 		– Sell
-2,554,690
Closed -$99.6M – 577
2024
Q4 		$99.6M Sell
2,554,690
-1,713,685
-40% -$62.8M 0.02% 342
2024
Q3 		$148M Hold
4,268,375
– – 0.02% 309
2024
Q2 		$154M Sell
4,268,375
-1,629,470
-28% -$58.2M 0.03% 295
2024
Q1 		$201M Sell
5,897,845
-263,800
-4% -$9.72M 0.03% 283
2023
Q4 		$244M Hold
6,161,645
– – 0.04% 261
2023
Q3 		$213M Buy
6,161,645
+27,345
+0.4% +$984K 0.04% 265
2023
Q2 		$224M Hold
6,134,300
– – 0.04% 258
2023
Q1 		$244M Hold
6,134,300
– – 0.05% 260
2022
Q4 		$233M Buy
6,134,300
+100,000
+2% +$3.69M 0.05% 262
2022
Q3 		$193M Hold
6,034,300
– – 0.04% 272
2022
Q2 		$228M Buy
6,034,300
+263,800
+5% +$10.5M 0.05% 264
2022
Q1 		$219M Buy
5,770,500
+446,000
+8% +$16.6M 0.04% 290
2021
Q4 		$221M Buy
5,324,500
+373,500
+8% +$14.3M 0.04% 305
2021
Q3 		$171M Hold
4,951,000
– – 0.03% 325
2021
Q2 		$181M Hold
4,951,000
– – 0.03% 320
2021
Q1 		$151M Hold
4,951,000
– – 0.03% 323
2020
Q4 		$155M Hold
4,951,000
– – 0.03% 304
2020
Q3 		$109M Hold
4,951,000
– – 0.02% 325
2020
Q2 		$92M Hold
4,951,000
– – 0.02% 312
2020
Q1 		$95.4M Buy
4,951,000
+1,200,000
+32% +$26.3M 0.03% 280
2019
Q4 		$107M Buy
3,751,000
+963,000
+35% +$25.4M 0.02% 303
2019
Q3 		$80.8M Hold
2,788,000
– – 0.02% 303
2019
Q2 		$67.1M Sell
2,788,000
-1,147,000
-29% -$26M 0.02% 323
2019
Q1 		$81M Sell
3,935,000
-485,000
-11% -$9.69M 0.02% 308
2018
Q4 		$83.5M Hold
4,420,000
– – 0.02% 298
2018
Q3 		$86M Hold
4,420,000
– – 0.02% 325
2018
Q2 		$63.8M Hold
4,420,000
– – 0.01% 346
2018
Q1 		$60.7M Hold
4,420,000
– – 0.01% 346
2017
Q4 		$63M Buy
4,420,000
+402,905
+10% +$5.05M 0.01% 332
2017
Q3 		$47M Buy
+4,017,095
New +$47.6M 0.01% 358

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Capital World Investors's SMPL Position: Q1 2025 in Review

Capital World Investors sold out of Simply Good Foods (SMPL) in Q1 2025, closing a stake of 2,554,690 shares — an estimated $99.6M sold.

Capital World Investors first reported a position in SMPL in Q3 2017 and held it in 30 quarters. The position peaked at $244M in Q4 2023. 293 funds tracked by Wall St. Rank hold SMPL as of Q1 2025.

  • Capital World Investors reported no remaining Simply Good Foods position as of Q1 2025 after selling out during the quarter.
  • Capital World Investors sold 2,554,690 Simply Good Foods shares in Q1 2025, an estimated $99.6M.
  • Capital World Investors first reported a position in Simply Good Foods in Q3 2017 and held it in 30 quarters.
  • Capital World Investors's Simply Good Foods position peaked at $244M in Q4 2023.
  • 293 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2025.

Based on Capital World Investors's 13F filing for Q1 2025, filed 12 May 2025.