Creative Planning
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Creative Planning’s J&J Snack Foods JJSF Stock Holding History

Creative Planning’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.11M Sell
39,282
-43,249
-52% -$3.74M ﹤0.01% 1550
2025
Q4 		$7.46M Buy
82,531
+62,237
+307% +$5.64M 0.01% 752
2025
Q3 		$1.95M Buy
20,294
+2,211
+12% +$245K ﹤0.01% 1565
2025
Q2 		$2.05M Buy
18,083
+11,289
+166% +$1.37M ﹤0.01% 1291
2025
Q1 		$895K Buy
6,794
+2,245
+49% +$302K ﹤0.01% 1800
2024
Q4 		$706K Sell
4,549
-134
-3% -$22.4K ﹤0.01% 1917
2024
Q3 		$806K Buy
4,683
+86
+2% +$14.4K ﹤0.01% 1695
2024
Q2 		$746K Buy
4,597
+1,945
+73% +$297K ﹤0.01% 1628
2024
Q1 		$383K Sell
2,652
-250
-9% -$37.8K ﹤0.01% 2051
2023
Q4 		$485K Buy
2,902
+449
+18% +$73K ﹤0.01% 1734
2023
Q3 		$401K Buy
2,453
+832
+51% +$137K ﹤0.01% 1719
2023
Q2 		$257K Buy
+1,621
New +$252K ﹤0.01% 2032
2021
Q2 		– Sell
-4,453
Closed -$699K – 2334
2021
Q1 		$699K Sell
4,453
-126
-3% -$19.8K ﹤0.01% 1227
2020
Q4 		$711K Sell
4,579
-500
-10% -$72.9K ﹤0.01% 1121
2020
Q3 		$662K Sell
5,079
-1,000
-16% -$130K ﹤0.01% 988
2020
Q2 		$773K Hold
6,079
– – ﹤0.01% 840
2020
Q1 		$736K Buy
6,079
+702
+13% +$113K ﹤0.01% 770
2019
Q4 		$991K Buy
5,377
+19
+0.4% +$3.58K ﹤0.01% 795
2019
Q3 		$1.03M Sell
5,358
-600
-10% -$109K ﹤0.01% 742
2019
Q2 		$959K Sell
5,958
-500
-8% -$79.9K ﹤0.01% 773
2019
Q1 		$1.03M Sell
6,458
-39
-0.6% -$5.95K ﹤0.01% 729
2018
Q4 		$939K Buy
6,497
+39
+0.6% +$5.92K ﹤0.01% 697
2018
Q3 		$974K Hold
6,458
– – ﹤0.01% 774
2018
Q2 		$985K Sell
6,458
-850
-12% -$121K ﹤0.01% 757
2018
Q1 		$998K Buy
7,308
+850
+13% +$119K ﹤0.01% 740
2017
Q4 		$981K Sell
6,458
-400
-6% -$56.1K ﹤0.01% 743
2017
Q3 		$900K Buy
6,858
+106
+2% +$13.7K ﹤0.01% 768
2017
Q2 		$892K Buy
6,752
+6,324
+1,478% +$843K ﹤0.01% 744
2017
Q1 		$58K Buy
428
+28
+7% +$3.69K ﹤0.01% 2364
2016
Q4 		$53K Sell
400
-32
-7% -$3.95K ﹤0.01% 2351
2016
Q3 		$51K Buy
432
+32
+8% +$3.87K ﹤0.01% 2340
2016
Q2 		$48K Hold
400
– – ﹤0.01% 2159
2016
Q1 		$43K Sell
400
-100
-20% -$10.8K ﹤0.01% 2208
2015
Q4 		$58K Buy
500
+100
+25% +$11.8K ﹤0.01% 1999
2015
Q3 		$45K Buy
+400
New +$46K ﹤0.01% 2117
2015
Q2 		– Sell
-400
Closed -$43K – 2079
2015
Q1 		$43K Sell
400
-184
-32% -$19.1K ﹤0.01% 2120
2014
Q4 		$64K Buy
+584
New +$59.8K ﹤0.01% 1835
2014
Q3 		– Sell
-35
Closed -$3K – 4078
2014
Q2 		$3K Buy
+35
New +$3.29K ﹤0.01% 3400

Other funds holding JJSF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's JJSF Position: Q1 2026 in Review

Creative Planning reduced its J&J Snack Foods (JJSF) stake by 52% in Q1 2026, selling an estimated $3.74M and leaving 39,282 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Creative Planning first reported a position in JJSF in Q2 2014 and has held it in 38 quarters since. The position peaked at $7.46M in Q4 2025. 246 funds tracked by Wall St. Rank hold JJSF as of Q1 2026.

  • Creative Planning held 39,282 shares of J&J Snack Foods worth $3.11M as of Q1 2026.
  • Creative Planning sold 43,249 J&J Snack Foods shares in Q1 2026, an estimated $3.74M.
  • J&J Snack Foods made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1550 holding.
  • Creative Planning first reported a position in J&J Snack Foods in Q2 2014 and has held it in 38 quarters since.
  • Creative Planning's J&J Snack Foods position peaked at $7.46M in Q4 2025.
  • 246 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2026.

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