Creative Planning’s BRC Inc BRCC Stock Holding History

Creative Planning’s Portfolio BRCC Stock Details BRCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.9K	Buy	3,774 +219	+6%	+$2.71K	﹤0.01%	4137
2026 Q1	$27.6K	Buy	3,555 +1,254	+54%	+$10.6K	﹤0.01%	4032
2025 Q4	$25.5K	Sell	2,301 -9,906	-81%	-$128K	﹤0.01%	3838
2025 Q3	$190K	Buy	12,207 +737	+6%	+$11.8K	﹤0.01%	3511
2025 Q2	$150K	Sell	11,470 -183	-2%	-$3.38K	﹤0.01%	3327
2025 Q1	$244K	Buy	11,653 +2,001	+21%	+$51K	﹤0.01%	2908
2024 Q4	$306K	Buy	9,652 +4,037	+72%	+$126K	﹤0.01%	2652
2024 Q3	$192K	Buy	+5,615	New	+$257K	﹤0.01%	2850
2024 Q1	–	Sell	-1,956	Closed	-$71K	–	2932
2023 Q4	$71K	Buy	+1,956	New	+$67.4K	﹤0.01%	2617

Other funds holding BRCC

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

QVIDTVM Management The Woodlands, Texas $76.6M AUM 33.48% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NCM

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

Creative Planning's BRCC Position: Q2 2026 in Review

Creative Planning increased its BRC Inc (BRCC) stake by 6.2% in Q2 2026, buying an estimated $2.71K and bringing the position to 3,774 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4137.

Creative Planning first reported a position in BRCC in Q4 2023 and has held it in 9 quarters since. The position peaked at $306K in Q4 2024. 151 funds tracked by Wall St. Rank hold BRCC as of Q2 2026.

Creative Planning held 3,774 shares of BRC Inc worth $41.9K as of Q2 2026.
Creative Planning bought 219 BRC Inc shares in Q2 2026, an estimated $2.71K.
BRC Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4137 holding.
Creative Planning first reported a position in BRC Inc in Q4 2023 and has held it in 9 quarters since.
Creative Planning's BRC Inc position peaked at $306K in Q4 2024.
151 funds tracked by Wall St. Rank held BRC Inc as of Q2 2026.

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