Creative Planning
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Creative Planning’s MasterBrand MBC Stock Holding History

Creative Planning’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.38M Buy
425,554
+306,988
+259% +$2.62M ﹤0.01% 1514
2026
Q1 		$985K Buy
118,566
+2,760
+2% +$29.8K ﹤0.01% 2472
2025
Q4 		$1.28M Buy
115,806
+54,162
+88% +$634K ﹤0.01% 2087
2025
Q3 		$812K Buy
61,644
+25,708
+72% +$318K ﹤0.01% 2315
2025
Q2 		$393K Buy
35,936
+6,152
+21% +$68.1K ﹤0.01% 2673
2025
Q1 		$389K Buy
29,784
+611
+2% +$9.29K ﹤0.01% 2524
2024
Q4 		$426K Buy
29,173
+225
+0.8% +$3.84K ﹤0.01% 2374
2024
Q3 		$537K Buy
28,948
+4,432
+18% +$72.2K ﹤0.01% 2048
2024
Q2 		$360K Sell
24,516
-645
-3% -$10.7K ﹤0.01% 2207
2024
Q1 		$472K Sell
25,161
-547
-2% -$8.67K ﹤0.01% 1895
2023
Q4 		$382K Sell
25,708
-983
-4% -$12.6K ﹤0.01% 1907
2023
Q3 		$324K Buy
26,691
+8,509
+47% +$104K ﹤0.01% 1871
2023
Q2 		$211K Sell
18,182
-505
-3% -$4.84K ﹤0.01% 2174
2023
Q1 		$150K Sell
18,687
-1,479
-7% -$13K ﹤0.01% 2188
2022
Q4 		$152K Buy
+20,166
New +$165K ﹤0.01% 2075

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Creative Planning's MBC Position: Q2 2026 in Review

Creative Planning increased its MasterBrand (MBC) stake by 259% in Q2 2026, buying an estimated $2.62M and bringing the position to 425,554 shares worth $4.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Creative Planning first reported a position in MBC in Q4 2022 and has held it in 15 quarters since. 345 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Creative Planning held 425,554 shares of MasterBrand worth $4.38M as of Q2 2026.
  • Creative Planning bought 306,988 MasterBrand shares in Q2 2026, an estimated $2.62M.
  • MasterBrand made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1514 holding.
  • Creative Planning first reported a position in MasterBrand in Q4 2022 and has held it in 15 quarters since.
  • 345 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

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