Creative Planning’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-49,006
| Closed | -$318K | – | 4395 |
|
|
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
Creative Planning's STKL Position: Q2 2026 in Review
Creative Planning sold out of SunOpta (STKL) in Q2 2026, closing a stake of 49,006 shares — an estimated $318K sold.
Creative Planning first reported a position in STKL in Q2 2013 and held it in 24 quarters. The position peaked at $318K in Q1 2026. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.
- Creative Planning reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 49,006 SunOpta shares in Q2 2026, an estimated $318K.
- Creative Planning first reported a position in SunOpta in Q2 2013 and held it in 24 quarters.
- Creative Planning's SunOpta position peaked at $318K in Q1 2026.
- 3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.