Creative Planning’s Kosmos Energy KOS Stock Holding History

Creative Planning’s Portfolio KOS Stock Details KOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Buy	514,155 +211,588	+70%	+$398K	﹤0.01%	2172
2025 Q4	$275K	Sell	302,567 -340,959	-53%	-$449K	﹤0.01%	3307
2025 Q3	$1.07M	Sell	643,526 -213,431	-25%	-$399K	﹤0.01%	2051
2025 Q2	$1.47M	Buy	856,957 +507,342	+145%	+$919K	﹤0.01%	1552
2025 Q1	$797K	Sell	349,615 -33,292	-9%	-$98.2K	﹤0.01%	1902
2024 Q4	$1.31M	Buy	382,907 +165,351	+76%	+$629K	﹤0.01%	1444
2024 Q3	$877K	Buy	217,556 +201,725	+1,274%	+$983K	﹤0.01%	1619
2024 Q2	$87.7K	Buy	+15,831	New	+$92.3K	﹤0.01%	2865
2023 Q4	–	Sell	-460	Closed	-$3.76K	–	2934
2023 Q3	$3.76K	Buy	+460	New	+$3.26K	﹤0.01%	2755
2022 Q2	–	Sell	-460	Closed	-$3K	–	2419
2022 Q1	$3K	Buy	+460	New	+$2.35K	﹤0.01%	2281
2018 Q2	–	Sell	-20,000	Closed	-$126K	–	2123
2018 Q1	$126K	Buy	+20,000	New	+$125K	﹤0.01%	1709
2017 Q4	–	Sell	-20,000	Closed	-$159K	–	1958
2017 Q3	$159K	Hold	20,000	–	–	﹤0.01%	1654
2017 Q2	$128K	Buy	+20,000	New	+$127K	﹤0.01%	1805

Other funds holding KOS

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

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

EPIM

Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's KOS Position: Q1 2026 in Review

Creative Planning increased its Kosmos Energy (KOS) stake by 70% in Q1 2026, buying an estimated $398K and bringing the position to 514,155 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Creative Planning first reported a position in KOS in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.47M in Q2 2025. 262 funds tracked by Wall St. Rank hold KOS as of Q1 2026.

Creative Planning held 514,155 shares of Kosmos Energy worth $1.43M as of Q1 2026.
Creative Planning bought 211,588 Kosmos Energy shares in Q1 2026, an estimated $398K.
Kosmos Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2172 holding.
Creative Planning first reported a position in Kosmos Energy in Q2 2017 and has held it in 13 quarters since.
Creative Planning's Kosmos Energy position peaked at $1.47M in Q2 2025.
262 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2026.

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