Creative Planning
STKL

Creative Planning’s SunOpta STKL Stock Holding History

Creative Planning’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318K Buy
49,006
+3,238
+7% +$18.3K ﹤0.01% 3381
2025
Q4 		$174K Buy
45,768
+20,947
+84% +$95.1K ﹤0.01% 3598
2025
Q3 		$145K Sell
24,821
-853
-3% -$5.29K ﹤0.01% 3586
2025
Q2 		$149K Sell
25,674
-6,281
-20% -$33K ﹤0.01% 3332
2025
Q1 		$155K Sell
31,955
-3,090
-9% -$20.6K ﹤0.01% 3147
2024
Q4 		$270K Buy
35,045
+4,329
+14% +$30.6K ﹤0.01% 2751
2024
Q3 		$196K Buy
30,716
+2,617
+9% +$15.3K ﹤0.01% 2845
2024
Q2 		$152K Buy
28,099
+168
+0.6% +$987 ﹤0.01% 2751
2024
Q1 		$192K Buy
27,931
+1,799
+7% +$11.1K ﹤0.01% 2577
2023
Q4 		$143K Buy
26,132
+9,377
+56% +$41.1K ﹤0.01% 2514
2023
Q3 		$56.5K Buy
+16,755
New +$83.9K ﹤0.01% 2467
2021
Q3 		– Sell
-11,902
Closed -$146K – 2220
2021
Q2 		$146K Buy
+11,902
New +$155K ﹤0.01% 1839
2021
Q1 		– Sell
-10,000
Closed -$117K – 2714
2020
Q4 		$117K Buy
+10,000
New +$88K ﹤0.01% 2006
2016
Q2 		– Sell
-600
Closed -$3K – 4510
2016
Q1 		$3K Hold
600
– – ﹤0.01% 3838
2015
Q4 		$4K Hold
600
– – ﹤0.01% 3809
2015
Q3 		$3K Buy
+600
New +$5.44K ﹤0.01% 3847
2015
Q2 		– Sell
-1,341
Closed -$14K – 2772
2015
Q1 		$14K Buy
1,341
+700
+109% +$7.67K ﹤0.01% 2987
2014
Q4 		$8K Hold
641
– – ﹤0.01% 3248
2014
Q3 		$8K Hold
641
– – ﹤0.01% 3082
2014
Q2 		$9K Hold
641
– – ﹤0.01% 2947
2014
Q1 		$8K Sell
641
-3,530
-85% -$35.4K ﹤0.01% 2871
2013
Q4 		$42K Hold
4,171
– – ﹤0.01% 1735
2013
Q3 		$41K Hold
4,171
– – ﹤0.01% 1635
2013
Q2 		$32K Buy
+4,171
New +$31.2K ﹤0.01% 1647

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's STKL Position: Q1 2026 in Review

Creative Planning increased its SunOpta (STKL) stake by 7.1% in Q1 2026, buying an estimated $18.3K and bringing the position to 49,006 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

Creative Planning first reported a position in STKL in Q2 2013 and has held it in 24 quarters since. 199 funds tracked by Wall St. Rank hold STKL as of Q1 2026.

  • Creative Planning held 49,006 shares of SunOpta worth $318K as of Q1 2026.
  • Creative Planning bought 3,238 SunOpta shares in Q1 2026, an estimated $18.3K.
  • SunOpta made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3381 holding.
  • Creative Planning first reported a position in SunOpta in Q2 2013 and has held it in 24 quarters since.
  • 199 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.

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