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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CP holding history

Canadian Pacific Kansas City Ltd in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CP overviewAll 13F holders of CPFull Q2 2026 holdings

Shares (Q2 2026)
209,953
Value
$18.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026209,953$18.2M<0.1%+14,103+7.2%AddedHolders
Q1 2026195,850$15.4M<0.1%+11,852+6.4%AddedHolders
Q4 2025183,998$13.5M<0.1%−23,686−11.4%ReducedHolders
Q3 2025207,684$15.5M<0.1%+8,285+4.2%AddedHolders
Q2 2025199,399$15.8M<0.1%+4,897+2.5%AddedHolders
Q1 2025194,502$13.7M<0.1%+49,988+34.6%AddedHolders
Q4 2024144,514$10.5M<0.1%+1,456+1.0%AddedHolders
Q3 2024143,058$12.2M<0.1%+12,558+9.6%AddedHolders
Q2 2024130,500$10.3M<0.1%−84,609−39.3%ReducedHolders
Q1 2024215,109$19.0M<0.1%+7,388+3.6%AddedHolders
Q4 2023207,721$16.4M<0.1%−698−0.3%ReducedHolders
Q3 2023208,419$15.5M<0.1%+8,144+4.1%AddedHolders
Q2 2023200,275$16.2M<0.1%+15,120+8.2%AddedHolders
Q1 2023185,155$14.2M<0.1%−9,455−4.9%ReducedHolders
Q4 2022194,610$14.5M<0.1%+24,426+14.4%AddedHolders
Q3 2022170,184$11.4M<0.1%−51,031−23.1%ReducedHolders
Q2 2022221,215$15.4M<0.1%+62,030+39.0%AddedHolders
Q1 2022159,185$13.1M<0.1%+3,217+2.1%AddedHolders
Q4 2021155,968$11.2M<0.1%+39,731+34.2%AddedHolders
Q3 2021116,237$7.56M<0.1%−150.0%ReducedHolders
Q2 2021116,252$8.94M<0.1%−2,848−2.4%ReducedConverted for a 5-for-1 splitHolders
Q1 202123,820$9.04M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.