Creative Planning’s Ducommun DCO Stock Holding History

Creative Planning’s Portfolio DCO Stock Details DCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$957K	Buy	7,841 +3,639	+87%	+$435K	﹤0.01%	2503
2025 Q4	$400K	Buy	4,202 +1,723	+70%	+$160K	﹤0.01%	3030
2025 Q3	$238K	Buy	+2,479	New	+$224K	﹤0.01%	3332
2025 Q1	–	Sell	-77	Closed	-$4.9K	–	3524
2024 Q4	$4.9K	Buy	+77	New	+$4.95K	﹤0.01%	3413
2023 Q2	–	Sell	-12	Closed	-$657	–	2693
2023 Q1	$657	Buy	+12	New	+$654	﹤0.01%	2564
2017 Q3	–	Sell	-1,016	Closed	-$32K	–	2308
2017 Q2	$32K	Buy	1,016 +16	+2%	+$497	﹤0.01%	2842
2017 Q1	$29K	Hold	1,000	–	–	﹤0.01%	2859
2016 Q4	$26K	Hold	1,000	–	–	﹤0.01%	2887
2016 Q3	$23K	Hold	1,000	–	–	﹤0.01%	2959
2016 Q2	$20K	Hold	1,000	–	–	﹤0.01%	2792
2016 Q1	$15K	Hold	1,000	–	–	﹤0.01%	2950
2015 Q4	$16K	Buy	1,000 +400	+67%	+$7.33K	﹤0.01%	2975
2015 Q3	$12K	Buy	+600	New	+$14K	﹤0.01%	3066
2015 Q2	–	Sell	-600	Closed	-$16K	–	1529
2015 Q1	$16K	Hold	600	–	–	﹤0.01%	2872
2014 Q4	$15K	Hold	600	–	–	﹤0.01%	2852
2014 Q3	$16K	Hold	600	–	–	﹤0.01%	2665
2014 Q2	$16K	Hold	600	–	–	﹤0.01%	2613
2014 Q1	$15K	Hold	600	–	–	﹤0.01%	2544
2013 Q4	$18K	Hold	600	–	–	﹤0.01%	2240
2013 Q3	$17K	Hold	600	–	–	﹤0.01%	2183
2013 Q2	$13K	Buy	+600	New	+$12.4K	﹤0.01%	2146

Other funds holding DCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Creative Planning's DCO Position: Q1 2026 in Review

Creative Planning increased its Ducommun (DCO) stake by 87% in Q1 2026, buying an estimated $435K and bringing the position to 7,841 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Creative Planning first reported a position in DCO in Q2 2013 and has held it in 21 quarters since. 224 funds tracked by Wall St. Rank hold DCO as of Q1 2026.

Creative Planning held 7,841 shares of Ducommun worth $957K as of Q1 2026.
Creative Planning bought 3,639 Ducommun shares in Q1 2026, an estimated $435K.
Ducommun made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2503 holding.
Creative Planning first reported a position in Ducommun in Q2 2013 and has held it in 21 quarters since.
224 funds tracked by Wall St. Rank held Ducommun as of Q1 2026.

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