Creative Planning’s Maplebear CART Stock Holding History

Creative Planning’s Portfolio CART Stock Details CART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.54M	Sell	53,671 -3,109	-5%	-$130K	﹤0.01%	1898
2026 Q1	$2.13M	Buy	56,780 +1,453	+3%	+$55.1K	﹤0.01%	1840
2025 Q4	$2.49M	Buy	55,327 +15,875	+40%	+$650K	﹤0.01%	1545
2025 Q3	$1.45M	Sell	39,452 -53,394	-58%	-$2.46M	﹤0.01%	1793
2025 Q2	$4.2M	Buy	92,846 +2,417	+3%	+$105K	﹤0.01%	844
2025 Q1	$3.61M	Buy	90,429 +10,350	+13%	+$460K	﹤0.01%	842
2024 Q4	$3.32M	Sell	80,079 -38,723	-33%	-$1.68M	﹤0.01%	847
2024 Q3	$2.98M	Buy	118,802 +109,236	+1,142%	+$3.83M	﹤0.01%	863
2024 Q2	$307K	Buy	9,566 +831	+10%	+$28.6K	﹤0.01%	2325
2024 Q1	$326K	Buy	+8,735	New	+$256K	﹤0.01%	2184

Other funds holding CART

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GGH

GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return

Creative Planning's CART Position: Q2 2026 in Review

Creative Planning reduced its Maplebear (CART) stake by 5.5% in Q2 2026, selling an estimated $130K and leaving 53,671 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Creative Planning first reported a position in CART in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.2M in Q2 2025. 501 funds tracked by Wall St. Rank hold CART as of Q2 2026.

Creative Planning held 53,671 shares of Maplebear worth $2.54M as of Q2 2026.
Creative Planning sold 3,109 Maplebear shares in Q2 2026, an estimated $130K.
Maplebear made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1898 holding.
Creative Planning first reported a position in Maplebear in Q1 2024 and has held it in 10 quarters since.
Creative Planning's Maplebear position peaked at $4.2M in Q2 2025.
501 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

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