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McCollum Christoferson Group’s Simply Good Foods SMPL Stock Holding History

McCollum Christoferson Group’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
2025
Q3 		– Sell
-125,985
Closed -$3.98M – 78
2025
Q2 		$3.98M Sell
125,985
-1,045
-0.8% -$36.3K 1.18% 32
2025
Q1 		$4.38M Sell
127,030
-825
-0.6% -$29.8K 1.34% 30
2024
Q4 		$4.98M Sell
127,855
-2,805
-2% -$103K 1.47% 28
2024
Q3 		$4.54M Sell
130,660
-2,040
-2% -$69.1K 1.32% 30
2024
Q2 		$4.79M Sell
132,700
-2,909
-2% -$104K 1.43% 29
2024
Q1 		$4.61M Buy
135,609
+3,635
+3% +$134K 1.33% 34
2023
Q4 		$5.23M Sell
131,974
-1,895
-1% -$70.8K 1.58% 29
2023
Q3 		$4.62M Sell
133,869
-801
-0.6% -$28.8K 1.42% 34
2023
Q2 		$4.93M Buy
+134,670
New +$4.95M 1.4% 33

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McCollum Christoferson Group's SMPL Position: Q3 2025 in Review

McCollum Christoferson Group sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 125,985 shares — an estimated $3.98M sold.

McCollum Christoferson Group first reported a position in SMPL in Q2 2023 and held it in 9 quarters. The position peaked at $5.23M in Q4 2023. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • McCollum Christoferson Group reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
  • McCollum Christoferson Group sold 125,985 Simply Good Foods shares in Q3 2025, an estimated $3.98M.
  • McCollum Christoferson Group first reported a position in Simply Good Foods in Q2 2023 and held it in 9 quarters.
  • McCollum Christoferson Group's Simply Good Foods position peaked at $5.23M in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on McCollum Christoferson Group's 13F filing for Q3 2025, filed 17 Nov 2025.