Covestor’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12K Buy
910
+324
+55% +$4K 0.01% 1464
2026
Q1
$8K Sell
586
-6,101
-91% -$105K 0.01% 1612
2025
Q4
$134K Buy
6,687
+1,666
+33% +$34.7K 0.07% 397
2025
Q3
$125K Buy
5,021
+1,655
+49% +$48.9K 0.07% 446
2025
Q2
$106K Sell
3,366
-813
-19% -$28.3K 0.06% 525
2025
Q1
$144K Sell
4,179
-690
-14% -$25K 0.1% 276
2024
Q4
$190K Buy
4,869
+1,515
+45% +$55.5K 0.12% 191
2024
Q3
$117K Sell
3,354
-25
-0.7% -$847 0.07% 434
2024
Q2
$122K Sell
3,379
-523
-13% -$18.7K 0.08% 380
2024
Q1
$133K Buy
3,902
+963
+33% +$35.5K 0.08% 345
2023
Q4
$116K Sell
2,939
-4
-0.1% -$149 0.08% 401
2023
Q3
$102K Sell
2,943
-214
-7% -$7.7K 0.08% 404
2023
Q2
$116K Sell
3,157
-315
-9% -$11.6K 0.09% 353
2023
Q1
$138K Buy
3,472
+1,031
+42% +$38.1K 0.12% 227
2022
Q4
$93K Buy
2,441
+148
+6% +$5.46K 0.08% 425
2022
Q3
$73K Buy
2,293
+2,282
+20,745% +$74.9K 0.06% 536
2022
Q2
$0 Sell
11
-3
-21% -$119 ﹤0.01% 2332
2022
Q1
$1K Sell
14
-6
-30% -$224 ﹤0.01% 1943
2021
Q4
$1K Buy
+20
New +$764 ﹤0.01% 1934

Other funds holding SMPL

Covestor's SMPL Position: Q2 2026 in Review

Covestor increased its Simply Good Foods (SMPL) stake by 55% in Q2 2026, buying an estimated $4K and bringing the position to 910 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1464.

Covestor first reported a position in SMPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $190K in Q4 2024. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Covestor held 910 shares of Simply Good Foods worth $12K as of Q2 2026.
  • Covestor bought 324 Simply Good Foods shares in Q2 2026, an estimated $4K.
  • Simply Good Foods made up 0.01% of Covestor's portfolio in Q2 2026, its #1464 holding.
  • Covestor first reported a position in Simply Good Foods in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Simply Good Foods position peaked at $190K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.