Mackenzie Financial
SMPL icon

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
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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial's SMPL Position: Q1 2026 in Review

Mackenzie Financial reduced its Simply Good Foods (SMPL) stake by 29% in Q1 2026, selling an estimated $76.3K and leaving 10,619 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Mackenzie Financial first reported a position in SMPL in Q2 2019 and has held it in 13 quarters since. The position peaked at $373K in Q3 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Mackenzie Financial held 10,619 shares of Simply Good Foods worth $152K as of Q1 2026.
  • Mackenzie Financial sold 4,420 Simply Good Foods shares in Q1 2026, an estimated $76.3K.
  • Simply Good Foods made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1375 holding.
  • Mackenzie Financial first reported a position in Simply Good Foods in Q2 2019 and has held it in 13 quarters since.
  • Mackenzie Financial's Simply Good Foods position peaked at $373K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.