Calavo 재배자, Inc.
US ˙ NasdaqGS ˙ US1282461052
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SecurityCVGW / Calavo Growers, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership19,591 shares
Latest Disclosed Value $ 505,242
Creative Planning reports 19.63% increase in ownership of CVGW / Calavo Growers, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 19,591 shares of Calavo Growers, Inc. (US:CVGW) valued at $505,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 16,377 shares of Calavo Growers, Inc.. This represents a change in shares of 19.63% during the quarter. The current value of the position is $511,129 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F CALAVO GROWERS COM 128246105 19,591 3,214 19.63 505 41.85 0.0003
2026-02-17 2025-12-31 13F CALAVO GROWERS COM 128246105 16,377 355 2.22 356 -13.59 0.0003
2025-11-14 2025-09-30 13F CALAVO GROWERS COM 128246105 16,022 16,022 412 0.0003
2025-05-15 2025-03-31 13F CALAVO GROWERS COM 128246105 0 -36 -100.00 0 0.0000
2025-02-14 2024-12-31 13F CALAVO GROWERS COM 128246105 36 36 1 0.0000
2024-02-14 2023-12-31 13F CALAVO GROWERS COM 128246105 0 -201 -100.00 0 -100.00
2023-11-16 2023-09-30 13F CALAVO GROWERS COM 128246105 201 201 5 0.0000
2022-08-15 2022-06-30 13F CALAVO GROWERS COM 128246105 0 -201 -100.00 0 -100.00
2022-05-16 2022-03-31 13F CALAVO GROWERS COM 128246105 201 201 7 0.0000
2021-08-04 2021-06-30 13F CreativePlanning COM 128246105 0 -2,955 -100.00 0 -100.00
2021-04-30 2021-03-31 13F CreativePlanning COM 128246105 2,955 -30 -1.01 229 10.63 0.0005
2021-01-29 2020-12-31 13F CALAVO GROWERS COM 128246105 2,985 2,985 207 0.0005
2020-05-05 2020-03-31 13F CALAVO GROWERS COM 128246105 0 -3,776 -100.00 0 -100.00
2020-01-30 2019-12-31 13F CALAVO GROWERS COM 128246105 3,776 18 0.48 342 -4.47 0.0010
2019-11-01 2019-09-30 13F CALAVO GROWERS COM 128246105 3,758 807 27.35 358 25.61 0.0012
2019-07-26 2019-06-30 13F CALAVO GROWERS COM 128246105 2,951 18 0.61 285 15.85 0.0010
2019-04-24 2019-03-31 13F CALAVO GROWERS COM 128246105 2,933 0 0.00 246 14.95 0.0009
2019-02-12 2018-12-31 13F/A-1 CALAVO GROWERS COM 128246105 2,933 -300 -9.28 214 -31.41 0.0009
2019-02-01 2018-12-31 13F CALAVO GROWERS COM 128246105 2,933 -300 214
2018-10-25 2018-09-30 13F CALAVO GROWERS COM 128246105 3,233 300 10.23 312 10.64 0.0012
2018-07-20 2018-06-30 13F CALAVO GROWERS COM 128246105 2,933 0 0.00 282 4.44 0.0011
2018-04-18 2018-03-31 13F CALAVO GROWERS COM 128246105 2,933 0 0.00 270 8.87 0.0011
2018-01-17 2017-12-31 13F CALAVO GROWERS COM 128246105 2,933 2,933 248 0.0011
2017-10-17 2017-09-30 13F CALAVO GROWERS COM 128246105 0 -3 -100.00 0 0.0000
2017-07-12 2017-06-30 13F CALAVO GROWERS COM 128246105 3 -50 -94.34 0 -100.00
2017-04-07 2017-03-31 13F CALAVO GROWERS COM 128246105 53 50 1,666.67 3 0.0000
2017-01-09 2016-12-31 13F CALAVO GROWERS COM 128246105 3 -33 -91.67 0 -100.00
2016-10-12 2016-09-30 13F CALAVO GROWERS COM 128246105 36 0 0.00 2 0.00 0.0000
2016-07-12 2016-06-30 13F CALAVO GROWERS COM 128246105 36 36 0.00 2 0.0000
2016-01-11 2015-12-31 13F CALAVO GROWERS COM 128246105 0 0 0 0.0000
2015-01-29 2014-12-31 13F CALAVO GROWERS COM 128246105 0 -60 -100.00 0 -100.00
2014-10-10 2014-09-30 13F CALAVO GROWERS COM 128246105 60 3 5.26 3 50.00 0.0000
2014-08-20 2014-06-30 13F CALAVO GROWERS COM 128246105 57 57 2 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.