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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RRAM

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mackenzie Financial's SMPL Position: Q2 2026 in Review

Mackenzie Financial increased its Simply Good Foods (SMPL) stake by 49% in Q2 2026, buying an estimated $64.6K and bringing the position to 15,852 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Mackenzie Financial first reported a position in SMPL in Q2 2019 and has held it in 14 quarters since. The position peaked at $373K in Q3 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Mackenzie Financial held 15,852 shares of Simply Good Foods worth $211K as of Q2 2026.
Mackenzie Financial bought 5,233 Simply Good Foods shares in Q2 2026, an estimated $64.6K.
Simply Good Foods made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1483 holding.
Mackenzie Financial first reported a position in Simply Good Foods in Q2 2019 and has held it in 14 quarters since.
Mackenzie Financial's Simply Good Foods position peaked at $373K in Q3 2025.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.