Creative Planning’s Simply Good Foods SMPL Stock Holding History

Creative Planning’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 Q1	$2.92M	Buy	203,552 +27,336	+16%	+$472K	﹤0.01%	1598
2025 Q4	$3.54M	Buy	176,216 +127,578	+262%	+$2.65M	﹤0.01%	1256
2025 Q3	$1.21M	Buy	48,638 +27,293	+128%	+$806K	﹤0.01%	1942
2025 Q2	$674K	Buy	21,345 +3,695	+21%	+$129K	﹤0.01%	2200
2025 Q1	$609K	Sell	17,650 -10,876	-38%	-$393K	﹤0.01%	2113
2024 Q4	$1.11M	Buy	28,526 +15,944	+127%	+$584K	﹤0.01%	1567
2024 Q3	$437K	Sell	12,582 -8,954	-42%	-$303K	﹤0.01%	2223
2024 Q2	$778K	Buy	21,536 +9,676	+82%	+$346K	﹤0.01%	1600
2024 Q1	$404K	Sell	11,860 -773	-6%	-$28.5K	﹤0.01%	2018
2023 Q4	$500K	Buy	+12,633	New	+$472K	﹤0.01%	1712
2023 Q3	–	Sell	-6,807	Closed	-$249K	–	3025
2023 Q2	$249K	Buy	6,807 +166	+2%	+$6.11K	﹤0.01%	2051
2023 Q1	$264K	Buy	+6,641	New	+$245K	﹤0.01%	1908

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's SMPL Position: Q1 2026 in Review

Creative Planning increased its Simply Good Foods (SMPL) stake by 16% in Q1 2026, buying an estimated $472K and bringing the position to 203,552 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Creative Planning first reported a position in SMPL in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.54M in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

Creative Planning held 203,552 shares of Simply Good Foods worth $2.92M as of Q1 2026.
Creative Planning bought 27,336 Simply Good Foods shares in Q1 2026, an estimated $472K.
Simply Good Foods made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1598 holding.
Creative Planning first reported a position in Simply Good Foods in Q1 2023 and has held it in 12 quarters since.
Creative Planning's Simply Good Foods position peaked at $3.54M in Q4 2025.
276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.