MCM
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MAI Capital Management’s Simply Good Foods SMPL Stock Holding History

MAI Capital Management’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 		$11.7K Buy
818
+718
+718% +$12.4K ﹤0.01% 3092
2025
Q4 		$2.01K Hold
100
– – ﹤0.01% 3416
2025
Q3 		$2.48K Sell
100
-214
-68% -$6.32K ﹤0.01% 3255
2025
Q2 		$9.92K Buy
314
+214
+214% +$7.44K ﹤0.01% 2734
2025
Q1 		$3.45K Hold
100
– – ﹤0.01% 2836
2024
Q4 		$3.9K Buy
+100
New +$3.66K ﹤0.01% 2849

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 $8.82B AUM 7.52% 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

MAI Capital Management's SMPL Position: Q1 2026 in Review

MAI Capital Management increased its Simply Good Foods (SMPL) stake by 718% in Q1 2026, buying an estimated $12.4K and bringing the position to 818 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

MAI Capital Management first reported a position in SMPL in Q4 2024 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • MAI Capital Management held 818 shares of Simply Good Foods worth $11.7K as of Q1 2026.
  • MAI Capital Management bought 718 Simply Good Foods shares in Q1 2026, an estimated $12.4K.
  • Simply Good Foods made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3092 holding.
  • MAI Capital Management first reported a position in Simply Good Foods in Q4 2024 and has held it in 6 quarters since.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.