Creative Planning’s Mission Produce AVO Stock Holding History

Creative Planning’s Portfolio AVO Stock Details AVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Sell	21,859 -4,023	-16%	-$50.8K	﹤0.01%	3687
2026 Q1	$356K	Buy	25,882 +168	+0.7%	+$2.24K	﹤0.01%	3287
2025 Q4	$298K	Buy	25,714 +10,788	+72%	+$129K	﹤0.01%	3241
2025 Q3	$179K	Buy	14,926 +425	+3%	+$5.25K	﹤0.01%	3530
2025 Q2	$170K	Buy	+14,501	New	+$157K	﹤0.01%	3287
2025 Q1	–	Sell	-12,711	Closed	-$183K	–	3486
2024 Q4	$183K	Buy	12,711 +1,485	+13%	+$19.2K	﹤0.01%	3000
2024 Q3	$144K	Buy	11,226 +858	+8%	+$9.51K	﹤0.01%	2941
2024 Q2	$102K	Sell	10,368 -1,109	-10%	-$12.7K	﹤0.01%	2834
2024 Q1	$136K	Buy	+11,477	New	+$122K	﹤0.01%	2653

Other funds holding AVO

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PWM

Platform Wealth Management Holladay, Utah $273M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's AVO Position: Q2 2026 in Review

Creative Planning reduced its Mission Produce (AVO) stake by 16% in Q2 2026, selling an estimated $50.8K and leaving 21,859 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3687.

Creative Planning first reported a position in AVO in Q1 2024 and has held it in 9 quarters since. The position peaked at $356K in Q1 2026. 171 funds tracked by Wall St. Rank hold AVO as of Q2 2026.

Creative Planning held 21,859 shares of Mission Produce worth $258K as of Q2 2026.
Creative Planning sold 4,023 Mission Produce shares in Q2 2026, an estimated $50.8K.
Mission Produce made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3687 holding.
Creative Planning first reported a position in Mission Produce in Q1 2024 and has held it in 9 quarters since.
Creative Planning's Mission Produce position peaked at $356K in Q1 2026.
171 funds tracked by Wall St. Rank held Mission Produce as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.