Mackenzie Financial’s Simply Good Foods SMPL Stock Holding History

Mackenzie Financial’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 Q3	–	Sell	-15,852	Closed	-$211K	–	1659
2026 Q2	$211K	Buy	15,852 +5,233	+49%	+$64.6K	﹤0.01%	1483
2026 Q1	$152K	Sell	10,619 -4,420	-29%	-$76.3K	﹤0.01%	1375
2025 Q4	$298K	Hold	15,039	–	–	﹤0.01%	1390
2025 Q3	$373K	Buy	+15,039	New	+$444K	﹤0.01%	1335
2025 Q2	–	Sell	-5,869	Closed	-$202K	–	1790
2025 Q1	$202K	Hold	5,869	–	–	﹤0.01%	1520
2024 Q4	$229K	Hold	5,869	–	–	﹤0.01%	1507
2024 Q3	$204K	Buy	5,869 +299	+5%	+$10.1K	﹤0.01%	1381
2024 Q2	$201K	Buy	+5,570	New	+$199K	﹤0.01%	1343
2024 Q1	–	Sell	-5,570	Closed	-$221K	–	1607
2023 Q4	$221K	Buy	+5,570	New	+$208K	﹤0.01%	1286
2023 Q3	–	Sell	-5,570	Closed	-$204K	–	1583
2023 Q2	$204K	Hold	5,570	–	–	﹤0.01%	1330
2023 Q1	$222K	Hold	5,570	–	–	﹤0.01%	1310
2022 Q4	$212K	Buy	+5,570	New	+$206K	﹤0.01%	1229
2022 Q3	–	Sell	-6,173	Closed	-$233K	–	1514
2022 Q2	$233K	Buy	+6,173	New	+$245K	﹤0.01%	1217
2019 Q3	–	Sell	-14,450	Closed	-$348K	–	1092
2019 Q2	$348K	Buy	+14,450	New	+$328K	﹤0.01%	928

Other funds holding SMPL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Mackenzie Financial's SMPL Position: Q3 2026 in Review

Mackenzie Financial sold out of Simply Good Foods (SMPL) in Q3 2026, closing a stake of 15,852 shares — an estimated $211K sold.

Mackenzie Financial first reported a position in SMPL in Q2 2019 and held it in 14 quarters. The position peaked at $373K in Q3 2025. 142 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

Mackenzie Financial reported no remaining Simply Good Foods position as of Q3 2026 after selling out during the quarter.
Mackenzie Financial sold 15,852 Simply Good Foods shares in Q3 2026, an estimated $211K.
Mackenzie Financial first reported a position in Simply Good Foods in Q2 2019 and held it in 14 quarters.
Mackenzie Financial's Simply Good Foods position peaked at $373K in Q3 2025.
142 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.