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 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 $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's KOP Position: Q1 2026 in Review

Creative Planning increased its Koppers (KOP) stake by 13% in Q1 2026, buying an estimated $71.4K and bringing the position to 18,394 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Creative Planning first reported a position in KOP in Q2 2013 and has held it in 20 quarters since. 204 funds tracked by Wall St. Rank hold KOP as of Q1 2026.

Creative Planning held 18,394 shares of Koppers worth $711K as of Q1 2026.
Creative Planning bought 2,136 Koppers shares in Q1 2026, an estimated $71.4K.
Koppers made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2745 holding.
Creative Planning first reported a position in Koppers in Q2 2013 and has held it in 20 quarters since.
204 funds tracked by Wall St. Rank held Koppers as of Q1 2026.

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