Creative Planning
DOLE icon

Creative Planning’s Dole DOLE Stock Holding History

Creative Planning’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Sell
111,306
-33,542
-23% -$488K ﹤0.01% 2310
2026
Q1 		$2.07M Buy
144,848
+16,093
+12% +$244K ﹤0.01% 1865
2025
Q4 		$1.93M Buy
128,755
+55,582
+76% +$774K ﹤0.01% 1749
2025
Q3 		$983K Buy
73,173
+23,955
+49% +$336K ﹤0.01% 2125
2025
Q2 		$689K Buy
49,218
+19,660
+67% +$278K ﹤0.01% 2178
2025
Q1 		$427K Buy
29,558
+15,747
+114% +$217K ﹤0.01% 2440
2024
Q4 		$187K Buy
+13,811
New +$212K ﹤0.01% 2992

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
PC
Panview Capital Hong Kong $568M AUM 92.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's DOLE Position: Q2 2026 in Review

Creative Planning reduced its Dole (DOLE) stake by 23% in Q2 2026, selling an estimated $488K and leaving 111,306 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Creative Planning first reported a position in DOLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q1 2026. 211 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Creative Planning held 111,306 shares of Dole worth $1.53M as of Q2 2026.
  • Creative Planning sold 33,542 Dole shares in Q2 2026, an estimated $488K.
  • Dole made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2310 holding.
  • Creative Planning first reported a position in Dole in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Dole position peaked at $2.07M in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Dole as of Q2 2026.

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