Creative Planning’s Berkshire Hathaway Class B BRK.B Stock Holding History

Creative Planning’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$3.28K	–	2794
2023 Q3	$3.28K	Sell	200 -100	-33%	-$35.5K	﹤0.01%	2767
2023 Q2	$14.9K	Hold	300	–	–	﹤0.01%	2523
2023 Q1	$14K	Sell	300 -2,200	-88%	-$678K	﹤0.01%	2439
2022 Q4	$142K	Buy	+2,500	New	+$742K	﹤0.01%	2097
2021 Q2	–	Sell	-30,000	Closed	-$827K	–	2136
2021 Q1	$827K	Sell	30,000 -900	-3%	-$219K	﹤0.01%	1143
2020 Q4	$608K	Buy	30,900 +800	+3%	+$176K	﹤0.01%	1199
2020 Q3	$352K	Sell	30,100 -56,700	-65%	-$11.6M	﹤0.01%	1321
2020 Q2	$1.23M	Buy	+86,800	New	+$15.9M	﹤0.01%	669
2020 Q1	–	Sell	-56,500	Closed	-$1.05M	–	1894
2019 Q4	$1.05M	Sell	56,500 -103,500	-65%	-$22.5M	﹤0.01%	770
2019 Q3	$282K	Hold	160,000	–	–	﹤0.01%	1402
2019 Q2	$571K	Buy	160,000 +10,000	+7%	+$2.07M	﹤0.01%	1008
2019 Q1	$516K	Buy	150,000 +30,000	+25%	+$6.06M	﹤0.01%	1011
2018 Q4	$1.13M	Hold	120,000	–	–	﹤0.01%	623
2018 Q3	$1.46M	Hold	120,000	–	–	0.01%	586
2018 Q2	$1.23M	Buy	120,000 +49,400	+70%	+$9.63M	﹤0.01%	641
2018 Q1	$1.83M	Buy	70,600 +10,600	+18%	+$2.18M	0.01%	489
2017 Q4	$1.9M	Hold	60,000	–	–	0.01%	476
2017 Q3	$1.23M	Sell	60,000 -20,000	-25%	-$3.53M	0.01%	623
2017 Q2	$1.01M	Buy	80,000 +20,000	+33%	+$3.33M	0.01%	687
2017 Q1	$815K	Buy	+60,000	New	+$10M	﹤0.01%	752
2016 Q4	–	Sell	-95,400	Closed	-$314K	–	4626
2016 Q3	$314K	Buy	95,400 +95,200	+47,600%	+$13.9M	﹤0.01%	1155
2016 Q2	$3K	Buy	+200	New	+$28.6K	﹤0.01%	3855

Other funds holding BRK.B

BlackRock New York $5.72T AUM 30.48% 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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Creative Planning's BRK.B Position: Q1 2026 in Review

Creative Planning reduced its Berkshire Hathaway Class B (BRK.B) stake by 0.6% in Q1 2026, selling an estimated $8.46M and leaving 2,837,844 shares worth $1.36B. The position accounts for 0.92% of the portfolio, ranked #27.

Creative Planning first reported a position in BRK.B in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.47B in Q1 2025. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

Creative Planning held 2,837,844 shares of Berkshire Hathaway Class B worth $1.36B as of Q1 2026.
Creative Planning sold 17,229 Berkshire Hathaway Class B shares in Q1 2026, an estimated $8.46M.
Berkshire Hathaway Class B made up 0.92% of Creative Planning's portfolio in Q1 2026, its #27 holding.
Creative Planning first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Berkshire Hathaway Class B position peaked at $1.47B in Q1 2025.
4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

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