Creative Planning
KALU icon

Creative Planning’s Kaiser Aluminum KALU Stock Holding History

Creative Planning’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Buy
8,482
+1,524
+22% +$259K ﹤0.01% 2237
2026
Q1 		$839K Buy
6,958
+824
+13% +$104K ﹤0.01% 2604
2025
Q4 		$705K Buy
6,134
+1,454
+31% +$138K ﹤0.01% 2563
2025
Q3 		$361K Buy
4,680
+179
+4% +$14.2K ﹤0.01% 3001
2025
Q2 		$360K Buy
+4,501
New +$306K ﹤0.01% 2748
2023
Q4 		– Sell
-85
Closed -$6.4K – 2928
2023
Q3 		$6.4K Buy
+85
New +$6.45K ﹤0.01% 2693
2023
Q2 		– Sell
-5
Closed -$374 – 2739
2023
Q1 		$374 Buy
+5
New +$403 ﹤0.01% 2595
2017
Q3 		– Sell
-68
Closed -$6K – 2836
2017
Q2 		$6K Sell
68
-112
-62% -$9.29K ﹤0.01% 3909
2017
Q1 		$14K Buy
+180
New +$14.3K ﹤0.01% 3367
2016
Q4 		– Sell
-130
Closed -$11K – 4729
2016
Q3 		$11K Buy
+130
New +$11.2K ﹤0.01% 3450

Other funds holding KALU

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Creative Planning's KALU Position: Q2 2026 in Review

Creative Planning increased its Kaiser Aluminum (KALU) stake by 22% in Q2 2026, buying an estimated $259K and bringing the position to 8,482 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Creative Planning first reported a position in KALU in Q3 2016 and has held it in 10 quarters since. 336 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • Creative Planning held 8,482 shares of Kaiser Aluminum worth $1.66M as of Q2 2026.
  • Creative Planning bought 1,524 Kaiser Aluminum shares in Q2 2026, an estimated $259K.
  • Kaiser Aluminum made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2237 holding.
  • Creative Planning first reported a position in Kaiser Aluminum in Q3 2016 and has held it in 10 quarters since.
  • 336 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

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