Creative Planning’s Birkenstock BIRK Stock Holding History

Creative Planning’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37M	Buy	31,854 +11,977	+60%	+$484K	﹤0.01%	2386
2026 Q1	$712K	Buy	19,877 +8,559	+76%	+$334K	﹤0.01%	2744
2025 Q4	$463K	Buy	11,318 +2,479	+28%	+$105K	﹤0.01%	2915
2025 Q3	$400K	Buy	8,839 +1,303	+17%	+$63.8K	﹤0.01%	2922
2025 Q2	$371K	Buy	+7,536	New	+$387K	﹤0.01%	2721
2025 Q1	–	Sell	-78	Closed	-$4.42K	–	3495
2024 Q4	$4.42K	Buy	+78	New	+$3.96K	﹤0.01%	3418

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's BIRK Position: Q2 2026 in Review

Creative Planning increased its Birkenstock (BIRK) stake by 60% in Q2 2026, buying an estimated $484K and bringing the position to 31,854 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Creative Planning first reported a position in BIRK in Q4 2024 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Creative Planning held 31,854 shares of Birkenstock worth $1.37M as of Q2 2026.
Creative Planning bought 11,977 Birkenstock shares in Q2 2026, an estimated $484K.
Birkenstock made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2386 holding.
Creative Planning first reported a position in Birkenstock in Q4 2024 and has held it in 6 quarters since.
236 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.