Creative Planning’s AutoZone AZO Stock Holding History

Creative Planning’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-100	Closed	-$2K	–	2053
2018 Q1	$2K	Buy	+100	New	+$71.6K	﹤0.01%	1985
2016 Q4	–	Sell	-1,000	Closed	-$1K	–	4617
2016 Q3	$1K	Buy	+1,000	New	+$778K	﹤0.01%	4350
2014 Q2	–	Sell	-400	Closed	-$1K	–	3772
2014 Q1	$1K	Buy	+400	New	+$208K	﹤0.01%	3476

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's AZO Position: Q1 2026 in Review

Creative Planning increased its AutoZone (AZO) stake by 17% in Q1 2026, buying an estimated $2.76M and bringing the position to 5,199 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #493.

Creative Planning first reported a position in AZO in Q2 2013 and has held it in 51 quarters since. The position peaked at $22.2M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Creative Planning held 5,199 shares of AutoZone worth $17.6M as of Q1 2026.
Creative Planning bought 769 AutoZone shares in Q1 2026, an estimated $2.76M.
AutoZone made up 0.01% of Creative Planning's portfolio in Q1 2026, its #493 holding.
Creative Planning first reported a position in AutoZone in Q2 2013 and has held it in 51 quarters since.
Creative Planning's AutoZone position peaked at $22.2M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.