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Creative Planning FLO Position History
Flowers Foods, Inc. • Consumer Defensive
Quarters held
10
Latest value
$10.3M
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.6M |
| Q3 2025 | $1.8M |
| Q4 2025 | $11.8M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.2M |
| Q1 2026 | $6.7M |
| Q2 2026 | $1.2M |
| Q2 2026 | $8.8M |
| Q3 2026 | $857K |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 1.86M | — | — |
| Q3 2026 | $857K | 154.4K | — | — |
| Q2 2026 | $8.8M | 1.11M | — | — |
| Q2 2026 | $1.2M | 149.8K | — | — |
| Q1 2026 | $6.7M | 825.3K | — | — |
| Q1 2026 | $1.2M | 143.1K | — | — |
| Q4 2025 | $1.6M | 147.6K | — | — |
| Q4 2025 | $11.8M | 1.09M | — | — |
| Q3 2025 | $1.8M | 138.0K | — | — |
| Q3 2025 | $7.6M | 582.7K | — | — |
Other funds holding FLO
$405.3M
$335.5M
$245.5M
$233.7M
$231.7M
$214.9M