Creative Planning’s Koppers KOP Stock Holding History

Creative Planning’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Buy	40,210 +21,816	+119%	+$893K	﹤0.01%	2175
2026 Q1	$711K	Buy	18,394 +2,136	+13%	+$71.4K	﹤0.01%	2745
2025 Q4	$440K	Buy	16,258 +4,078	+33%	+$114K	﹤0.01%	2943
2025 Q3	$341K	Buy	12,180 +837	+7%	+$25.8K	﹤0.01%	3042
2025 Q2	$365K	Buy	+11,343	New	+$326K	﹤0.01%	2736
2017 Q3	–	Sell	-576	Closed	-$21K	–	2865
2017 Q2	$21K	Sell	576 -539	-48%	-$20.8K	﹤0.01%	3157
2017 Q1	$47K	Hold	1,115	–	–	﹤0.01%	2520
2016 Q4	$45K	Buy	1,115 +6	+0.5%	+$220	﹤0.01%	2474
2016 Q3	$36K	Hold	1,109	–	–	﹤0.01%	2622
2016 Q2	$34K	Hold	1,109	–	–	﹤0.01%	2408
2016 Q1	$25K	Hold	1,109	–	–	﹤0.01%	2601
2015 Q4	$20K	Sell	1,109 -72	-6%	-$1.46K	﹤0.01%	2851
2015 Q3	$24K	Buy	+1,181	New	+$25.1K	﹤0.01%	2588
2015 Q2	–	Sell	-1,109	Closed	-$22K	–	2113
2015 Q1	$22K	Hold	1,109	–	–	﹤0.01%	2646
2014 Q4	$29K	Hold	1,109	–	–	﹤0.01%	2377
2014 Q3	$37K	Hold	1,109	–	–	﹤0.01%	2130
2014 Q2	$42K	Sell	1,109 -100	-8%	-$3.92K	﹤0.01%	1983
2014 Q1	$50K	Buy	1,209 +100	+9%	+$4.09K	﹤0.01%	1799
2013 Q4	$51K	Hold	1,109	–	–	﹤0.01%	1595
2013 Q3	$47K	Hold	1,109	–	–	﹤0.01%	1547
2013 Q2	$42K	Buy	+1,109	New	+$46.1K	﹤0.01%	1470

Other funds holding KOP

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

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's KOP Position: Q2 2026 in Review

Creative Planning increased its Koppers (KOP) stake by 119% in Q2 2026, buying an estimated $893K and bringing the position to 40,210 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Creative Planning first reported a position in KOP in Q2 2013 and has held it in 21 quarters since. 218 funds tracked by Wall St. Rank hold KOP as of Q2 2026.

Creative Planning held 40,210 shares of Koppers worth $1.81M as of Q2 2026.
Creative Planning bought 21,816 Koppers shares in Q2 2026, an estimated $893K.
Koppers made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2175 holding.
Creative Planning first reported a position in Koppers in Q2 2013 and has held it in 21 quarters since.
218 funds tracked by Wall St. Rank held Koppers as of Q2 2026.

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