Creative Planning
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Creative Planning’s Mama's Creations MAMA Stock Holding History

Creative Planning’s Portfolio MAMA Stock Details MAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$438K Buy
28,582
+2,804
+11% +$42.6K ﹤0.01% 3128
2025
Q4 		$348K Buy
25,778
+239
+0.9% +$2.75K ﹤0.01% 3141
2025
Q3 		$268K Buy
25,539
+8,609
+51% +$78K ﹤0.01% 3234
2025
Q2 		$141K Buy
+16,930
New +$122K ﹤0.01% 3353

Other funds holding MAMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Creative Planning's MAMA Position: Q1 2026 in Review

Creative Planning increased its Mama's Creations (MAMA) stake by 11% in Q1 2026, buying an estimated $42.6K and bringing the position to 28,582 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #3128.

Creative Planning first reported a position in MAMA in Q2 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold MAMA as of Q1 2026.

  • Creative Planning held 28,582 shares of Mama's Creations worth $438K as of Q1 2026.
  • Creative Planning bought 2,804 Mama's Creations shares in Q1 2026, an estimated $42.6K.
  • Mama's Creations made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3128 holding.
  • Creative Planning first reported a position in Mama's Creations in Q2 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held Mama's Creations as of Q1 2026.

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