Creative Planning
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Creative Planning’s Carter's CRI Stock Holding History

Creative Planning’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13M Buy
51,840
+4,234
+9% +$160K ﹤0.01% 2033
2026
Q1 		$1.7M Buy
47,606
+10,858
+30% +$395K ﹤0.01% 2030
2025
Q4 		$1.19M Buy
36,748
+3,448
+10% +$108K ﹤0.01% 2151
2025
Q3 		$940K Buy
33,300
+15,775
+90% +$453K ﹤0.01% 2167
2025
Q2 		$528K Buy
17,525
+7,635
+77% +$259K ﹤0.01% 2430
2025
Q1 		$405K Buy
9,890
+1,615
+20% +$77.7K ﹤0.01% 2490
2024
Q4 		$448K Buy
8,275
+1,427
+21% +$81.7K ﹤0.01% 2325
2024
Q3 		$445K Buy
6,848
+2,104
+44% +$135K ﹤0.01% 2206
2024
Q2 		$294K Buy
+4,744
New +$329K ﹤0.01% 2363
2017
Q3 		– Sell
-145
Closed -$13K – 2249
2017
Q2 		$13K Sell
145
-31
-18% -$2.73K ﹤0.01% 3448
2017
Q1 		$16K Buy
176
+26
+17% +$2.24K ﹤0.01% 3267
2016
Q4 		$13K Sell
150
-31
-17% -$2.77K ﹤0.01% 3353
2016
Q3 		$16K Buy
181
+139
+331% +$14K ﹤0.01% 3199
2016
Q2 		$4K Sell
42
-113
-73% -$11.7K ﹤0.01% 3737
2016
Q1 		$16K Buy
155
+26
+20% +$2.49K ﹤0.01% 2905
2015
Q4 		$11K Buy
129
+73
+130% +$6.51K ﹤0.01% 3236
2015
Q3 		$5K Buy
+56
New +$5.61K ﹤0.01% 3586
2015
Q2 		– Sell
-246
Closed -$23K – 1473
2015
Q1 		$23K Buy
246
+200
+435% +$17.3K ﹤0.01% 2611
2014
Q4 		$4K Hold
46
– – ﹤0.01% 3581
2014
Q3 		$4K Hold
46
– – ﹤0.01% 3380
2014
Q2 		$3K Sell
46
-75
-62% -$5.45K ﹤0.01% 3391
2014
Q1 		$9K Buy
121
+75
+163% +$5.39K ﹤0.01% 2795
2013
Q4 		$3K Hold
46
– – ﹤0.01% 2984
2013
Q3 		$3K Hold
46
– – ﹤0.01% 2871
2013
Q2 		$3K Buy
+46
New +$3.08K ﹤0.01% 2703

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's CRI Position: Q2 2026 in Review

Creative Planning increased its Carter's (CRI) stake by 8.9% in Q2 2026, buying an estimated $160K and bringing the position to 51,840 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Creative Planning first reported a position in CRI in Q2 2013 and has held it in 25 quarters since. 288 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Creative Planning held 51,840 shares of Carter's worth $2.13M as of Q2 2026.
  • Creative Planning bought 4,234 Carter's shares in Q2 2026, an estimated $160K.
  • Carter's made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2033 holding.
  • Creative Planning first reported a position in Carter's in Q2 2013 and has held it in 25 quarters since.
  • 288 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

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