Creative Planning’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
Other funds holding SMPL
RRAM
SAM
Creative Planning's SMPL Position: Q2 2026 in Review
Creative Planning increased its Simply Good Foods (SMPL) stake by 137% in Q2 2026, buying an estimated $3.43M and bringing the position to 481,412 shares worth $6.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1206.
Creative Planning first reported a position in SMPL in Q1 2023 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.
- Creative Planning held 481,412 shares of Simply Good Foods worth $6.39M as of Q2 2026.
- Creative Planning bought 277,860 Simply Good Foods shares in Q2 2026, an estimated $3.43M.
- Simply Good Foods made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1206 holding.
- Creative Planning first reported a position in Simply Good Foods in Q1 2023 and has held it in 13 quarters since.
- 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.