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 Q2	$2.12M	Buy	163,458 +76,686	+88%	+$925K	﹤0.01%	2048
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning's BRBR Position: Q2 2026 in Review

Creative Planning increased its BellRing Brands (BRBR) stake by 88% in Q2 2026, buying an estimated $925K and bringing the position to 163,458 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Creative Planning first reported a position in BRBR in Q1 2020 and has held it in 18 quarters since. 364 funds tracked by Wall St. Rank hold BRBR as of Q2 2026.

Creative Planning held 163,458 shares of BellRing Brands worth $2.12M as of Q2 2026.
Creative Planning bought 76,686 BellRing Brands shares in Q2 2026, an estimated $925K.
BellRing Brands made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2048 holding.
Creative Planning first reported a position in BellRing Brands in Q1 2020 and has held it in 18 quarters since.
364 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2026.

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