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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SHW holding history

Sherwin Williams Co 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.

SHW overviewAll 13F holders of SHWFull Q2 2026 holdings

Shares (Q2 2026)
72,521
Value
$25.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SHW by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,521$25.0M<0.1%−562−0.8%ReducedHolders
Q1 202673,083$23.4M<0.1%+2,690+3.8%AddedHolders
Q4 202570,393$22.8M<0.1%+5,250+8.1%AddedHolders
Q3 202565,143$22.6M<0.1%+4,804+8.0%AddedHolders
Q2 202560,339$20.7M<0.1%+5,459+9.9%AddedHolders
Q1 202554,880$19.2M<0.1%+5,971+12.2%AddedHolders
Q4 202448,909$16.6M<0.1%+2,912+6.3%AddedHolders
Q3 202445,997$17.6M<0.1%+4,770+11.6%AddedHolders
Q2 202441,227$12.3M<0.1%−582−1.4%ReducedHolders
Q1 202441,809$14.5M<0.1%+3,516+9.2%AddedHolders
Q4 202338,293$11.9M<0.1%+1,973+5.4%AddedHolders
Q3 202336,320$9.26M<0.1%+220+0.6%AddedHolders
Q2 202336,100$9.59M<0.1%+2,264+6.7%AddedHolders
Q1 202333,836$7.61M<0.1%+147+0.4%AddedHolders
Q4 202233,689$8.00M<0.1%+2,391+7.6%AddedHolders
Q3 202231,298$6.41M<0.1%+596+1.9%AddedHolders
Q2 202230,702$6.88M<0.1%+1,729+6.0%AddedHolders
Q1 202228,973$7.23M<0.1%+1,355+4.9%AddedHolders
Q4 202127,618$9.73M<0.1%+695+2.6%AddedHolders
Q3 202126,923$7.53M<0.1%+6,311+30.6%AddedHolders
Q2 202120,612$5.62M<0.1%−4,765−18.8%ReducedConverted for a 3-for-1 splitHolders
Q1 20218,459$6.24M<0.1%––Holders

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