Zacks Investment Management’s Simply Good Foods SMPL Stock Holding History

Zacks Investment 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	$645K	Buy	+44,913	New	+$775K	0.01%	455
2020 Q2	–	Sell	-108,905	Closed	-$2.1M	–	569
2020 Q1	$2.1M	Sell	108,905 -21,783	-17%	-$477K	0.05%	186
2019 Q4	$3.73M	Buy	130,688 +10,406	+9%	+$274K	0.07%	174
2019 Q3	$3.49M	Sell	120,282 -11,384	-9%	-$318K	0.07%	182
2019 Q2	$3.17M	Sell	131,666 -11,700	-8%	-$265K	0.07%	185
2019 Q1	$2.95M	Buy	+143,366	New	+$2.86M	0.06%	197

Other funds holding SMPL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's SMPL Position: Q1 2026 in Review

Zacks Investment Management opened a new position in Simply Good Foods (SMPL) in Q1 2026: 44,913 shares worth $645K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in SMPL as recently as Q1 2020.

Zacks Investment Management first reported a position in SMPL in Q1 2019 and has held it in 6 quarters since. The position peaked at $3.73M in Q4 2019. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

Zacks Investment Management held 44,913 shares of Simply Good Foods worth $645K as of Q1 2026.
Simply Good Foods was a new Zacks Investment Management position in Q1 2026.
Simply Good Foods made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #455 holding.
Zacks Investment Management first reported a position in Simply Good Foods in Q1 2019 and has held it in 6 quarters since.
Zacks Investment Management's Simply Good Foods position peaked at $3.73M in Q4 2019.
276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.