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
2026 Q1	$53.1K	Hold	12,000	–	–	﹤0.01%	3979
2025 Q4	$66	Hold	12,000	–	–	﹤0.01%	3891
2025 Q3	$4.93K	Buy	+12,000	New	+$5.81M	﹤0.01%	3860
2025 Q2	–	Sell	-12,000	Closed	-$6.78K	–	3693
2025 Q1	$6.78K	Buy	12,000 +2,000	+20%	+$972K	﹤0.01%	3436
2024 Q4	$6.05K	Buy	+10,000	New	+$4.62M	﹤0.01%	3404
2024 Q3	–	Sell	-12,900	Closed	-$19.8K	–	3208
2024 Q2	$19.8K	Hold	12,900	–	–	﹤0.01%	2985
2024 Q1	$4.17K	Sell	12,900 -2,100	-14%	-$826K	﹤0.01%	2891
2023 Q4	$1.27K	Sell	15,000 -1,300	-8%	-$456K	﹤0.01%	2739
2023 Q3	$30.9K	Hold	16,300	–	–	﹤0.01%	2543
2023 Q2	$47K	Sell	16,300 -100	-0.6%	-$32.6K	﹤0.01%	2443
2023 Q1	$13.7K	Hold	16,400	–	–	﹤0.01%	2441
2022 Q4	$38.1K	Buy	16,400 +13,700	+507%	+$4.07M	﹤0.01%	2260
2022 Q3	$123K	Hold	2,700	–	–	﹤0.01%	1997
2022 Q2	$108K	Sell	2,700 -500	-16%	-$157K	﹤0.01%	1962
2022 Q1	$5K	Buy	+3,200	New	+$1.04M	﹤0.01%	2242
2021 Q3	–	Sell	-3,200	Closed	-$1K	–	2126
2021 Q2	$1K	Buy	+3,200	New	+$894K	﹤0.01%	2045
2018 Q1	–	Sell	-19,600	Closed	-$7K	–	2051
2017 Q4	$7K	Buy	+19,600	New	+$3.72M	﹤0.01%	1892
2016 Q4	–	Sell	-2,000	Closed	-$2K	–	4627
2016 Q3	$2K	Buy	+2,000	New	+$293K	﹤0.01%	4203

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.