Creative Financial Designs’s Jack in the Box JACK Stock Holding History

Creative Financial Designs’s Portfolio JACK Stock Details JACK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16	Closed	-$155	–	2304
2026 Q1	$155	Hold	16	–	–	﹤0.01%	2115
2025 Q4	$303	Hold	16	–	–	﹤0.01%	1960
2025 Q3	$316	Hold	16	–	–	﹤0.01%	1948
2025 Q2	$279	Hold	16	–	–	﹤0.01%	1924
2025 Q1	$435	Hold	16	–	–	﹤0.01%	1924
2024 Q4	$666	Hold	16	–	–	﹤0.01%	1724
2024 Q3	$745	Hold	16	–	–	﹤0.01%	1601
2024 Q2	$815	Hold	16	–	–	﹤0.01%	1554
2024 Q1	$1.1K	Hold	16	–	–	﹤0.01%	1541
2023 Q4	$1.31K	Hold	16	–	–	﹤0.01%	1476
2023 Q3	$1.1K	Hold	16	–	–	﹤0.01%	1389
2023 Q2	$1.56K	Hold	16	–	–	﹤0.01%	1337
2023 Q1	$1.4K	Hold	16	–	–	﹤0.01%	1283
2022 Q4	$1.09K	Hold	16	–	–	﹤0.01%	1203
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1236
2022 Q2	$1K	Buy	+16	New	+$1.22K	﹤0.01%	1193
2017 Q4	–	Sell	-75	Closed	-$8K	–	741
2017 Q3	$8K	Hold	75	–	–	﹤0.01%	441
2017 Q2	$7K	Hold	75	–	–	﹤0.01%	467
2017 Q1	$8K	Hold	75	–	–	0.01%	426
2016 Q4	$8K	Buy	+75	New	+$7.66K	0.01%	420

Other funds holding JACK

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Creative Financial Designs's JACK Position: Q2 2026 in Review

Creative Financial Designs sold out of Jack in the Box (JACK) in Q2 2026, closing a stake of 16 shares — an estimated $155 sold.

Creative Financial Designs first reported a position in JACK in Q4 2016 and held it in 20 quarters. The position peaked at $8K in Q3 2017. 134 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

Creative Financial Designs reported no remaining Jack in the Box position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 16 Jack in the Box shares in Q2 2026, an estimated $155.
Creative Financial Designs first reported a position in Jack in the Box in Q4 2016 and held it in 20 quarters.
Creative Financial Designs's Jack in the Box position peaked at $8K in Q3 2017.
134 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.