Creative Planning
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Creative Planning’s BellRing Brands BRBR Stock Holding History

Creative Planning’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Buy
86,772
+25,183
+41% +$510K ﹤0.01% 2194
2025
Q4 		$1.65M Buy
61,589
+33,223
+117% +$1.03M ﹤0.01% 1877
2025
Q3 		$1.03M Buy
28,366
+14,267
+101% +$645K ﹤0.01% 2086
2025
Q2 		$817K Sell
14,099
-639
-4% -$42.6K ﹤0.01% 2029
2025
Q1 		$1.1M Sell
14,738
-1,030
-7% -$75.7K ﹤0.01% 1646
2024
Q4 		$1.19M Buy
15,768
+2,448
+18% +$174K ﹤0.01% 1509
2024
Q3 		$809K Sell
13,320
-8,801
-40% -$488K ﹤0.01% 1692
2024
Q2 		$1.26M Buy
22,121
+2,072
+10% +$119K ﹤0.01% 1255
2024
Q1 		$1.18M Buy
20,049
+7,080
+55% +$403K ﹤0.01% 1226
2023
Q4 		$719K Buy
12,969
+6,486
+100% +$313K ﹤0.01% 1453
2023
Q3 		$267K Buy
+6,483
New +$249K ﹤0.01% 2034
2023
Q2 		– Sell
-27
Closed -$918 – 2675
2023
Q1 		$918 Buy
+27
New +$797 ﹤0.01% 2544
2021
Q2 		– Sell
-15,000
Closed -$354K – 2134
2021
Q1 		$354K Hold
15,000
– – ﹤0.01% 1681
2020
Q4 		$365K Hold
15,000
– – ﹤0.01% 1499
2020
Q3 		$311K Hold
15,000
– – ﹤0.01% 1402
2020
Q2 		$299K Hold
15,000
– – ﹤0.01% 1305
2020
Q1 		$256K Buy
+15,000
New +$303K ﹤0.01% 1247

Other funds holding BRBR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return