Creative Planning
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Creative Planning’s Delek US DK Stock Holding History

Creative Planning’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.41M Buy
67,186
+20,567
+44% +$913K ﹤0.01% 1686
2026
Q1 		$2.1M Buy
46,619
+5,934
+15% +$212K ﹤0.01% 1850
2025
Q4 		$1.21M Buy
40,685
+1,386
+4% +$49.5K ﹤0.01% 2140
2025
Q3 		$1.27M Buy
39,299
+7,953
+25% +$208K ﹤0.01% 1903
2025
Q2 		$664K Buy
31,346
+12,251
+64% +$206K ﹤0.01% 2218
2025
Q1 		$288K Sell
19,095
-260
-1% -$4.5K ﹤0.01% 2795
2024
Q4 		$358K Sell
19,355
-22,003
-53% -$394K ﹤0.01% 2523
2024
Q3 		$775K Buy
41,358
+22,223
+116% +$470K ﹤0.01% 1726
2024
Q2 		$474K Buy
19,135
+10,697
+127% +$296K ﹤0.01% 1987
2024
Q1 		$259K Buy
+8,438
New +$228K ﹤0.01% 2368
2020
Q2 		– Sell
-11,360
Closed -$179K – 2045
2020
Q1 		$179K Buy
+11,360
New +$269K ﹤0.01% 1414
2018
Q2 		– Sell
-36,572
Closed -$1.49M – 2084
2018
Q1 		$1.49M Buy
+36,572
New +$1.32M 0.01% 552
2014
Q3 		– Sell
-5,550
Closed -$157K – 4022
2014
Q2 		$157K Buy
5,550
+5,300
+2,120% +$163K ﹤0.01% 1165
2014
Q1 		$7K Hold
250
– – ﹤0.01% 2910
2013
Q4 		$9K Buy
+250
New +$6.79K ﹤0.01% 2602
2013
Q3 		– Sell
-4,800
Closed -$138K – 3234
2013
Q2 		$138K Buy
+4,800
New +$168K ﹤0.01% 822

Other funds holding DK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's DK Position: Q2 2026 in Review

Creative Planning increased its Delek US (DK) stake by 44% in Q2 2026, buying an estimated $913K and bringing the position to 67,186 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Creative Planning first reported a position in DK in Q2 2013 and has held it in 16 quarters since. 300 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • Creative Planning held 67,186 shares of Delek US worth $3.41M as of Q2 2026.
  • Creative Planning bought 20,567 Delek US shares in Q2 2026, an estimated $913K.
  • Delek US made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1686 holding.
  • Creative Planning first reported a position in Delek US in Q2 2013 and has held it in 16 quarters since.
  • 300 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

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