Creative Planning’s Driven Brands DRVN Stock Holding History

Creative Planning’s Portfolio DRVN Stock Details DRVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$293K	Buy	21,051 +9,797	+87%	+$129K	﹤0.01%	3583
2026 Q1	$142K	Sell	11,254 -23,117	-67%	-$325K	﹤0.01%	3828
2025 Q4	$509K	Sell	34,371 -4,460	-11%	-$66.3K	﹤0.01%	2826
2025 Q3	$626K	Buy	38,831 +4,584	+13%	+$79.8K	﹤0.01%	2533
2025 Q2	$601K	Buy	34,247 +1,444	+4%	+$24.8K	﹤0.01%	2297
2025 Q1	$562K	Sell	32,803 -413	-1%	-$6.75K	﹤0.01%	2182
2024 Q4	$536K	Buy	33,216 +68	+0.2%	+$1.07K	﹤0.01%	2152
2024 Q3	$473K	Buy	33,148 +2,754	+9%	+$37.7K	﹤0.01%	2161
2024 Q2	$387K	Sell	30,394 -21,457	-41%	-$272K	﹤0.01%	2159
2024 Q1	$819K	Buy	51,851 +8,845	+21%	+$122K	﹤0.01%	1484
2023 Q4	$613K	Buy	43,006 +16,160	+60%	+$201K	﹤0.01%	1558
2023 Q3	$338K	Buy	+26,846	New	+$491K	﹤0.01%	1834

Other funds holding DRVN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

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

Creative Planning's DRVN Position: Q2 2026 in Review

Creative Planning increased its Driven Brands (DRVN) stake by 87% in Q2 2026, buying an estimated $129K and bringing the position to 21,051 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #3583.

Creative Planning first reported a position in DRVN in Q3 2023 and has held it in 12 quarters since. The position peaked at $819K in Q1 2024. 192 funds tracked by Wall St. Rank hold DRVN as of Q2 2026.

Creative Planning held 21,051 shares of Driven Brands worth $293K as of Q2 2026.
Creative Planning bought 9,797 Driven Brands shares in Q2 2026, an estimated $129K.
Driven Brands made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3583 holding.
Creative Planning first reported a position in Driven Brands in Q3 2023 and has held it in 12 quarters since.
Creative Planning's Driven Brands position peaked at $819K in Q1 2024.
192 funds tracked by Wall St. Rank held Driven Brands as of Q2 2026.

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