Creative Planning’s MGP Ingredients MGPI Stock Holding History

Creative Planning’s Portfolio MGPI Stock Details MGPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,700	Closed	-$13.4K	–	3268
2024 Q2	$13.4K	Hold	2,700	–	–	﹤0.01%	3006
2024 Q1	$8.86K	Buy	+2,700	New	+$234K	﹤0.01%	2871
2023 Q4	–	Sell	-2,700	Closed	-$3.05K	–	2949
2023 Q3	$3.05K	Hold	2,700	–	–	﹤0.01%	2775
2023 Q2	$6.48K	Buy	+2,700	New	+$270K	﹤0.01%	2561
2022 Q4	–	Sell	-2,900	Closed	-$3K	–	2563
2022 Q3	$3K	Hold	2,900	–	–	﹤0.01%	2274
2022 Q2	$7K	Hold	2,900	–	–	﹤0.01%	2213
2022 Q1	$9K	Buy	+2,900	New	+$234K	﹤0.01%	2199
2020 Q2	–	Sell	-3,300	Closed	-$60K	–	2083
2020 Q1	$60K	Hold	3,300	–	–	﹤0.01%	1611
2019 Q4	$13K	Sell	3,300 -5,000	-60%	-$234K	﹤0.01%	1897
2019 Q3	$47K	Hold	8,300	–	–	﹤0.01%	1797
2019 Q2	$18K	Hold	8,300	–	–	﹤0.01%	1897
2019 Q1	$4K	Hold	8,300	–	–	﹤0.01%	1918
2018 Q4	$37K	Buy	+8,300	New	+$560K	﹤0.01%	1741

Other funds holding MGPI

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creative Planning's MGPI Position: Q2 2026 in Review

Creative Planning reduced its MGP Ingredients (MGPI) stake by 20% in Q2 2026, selling an estimated $145K and leaving 31,966 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

Creative Planning first reported a position in MGPI in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.89M in Q3 2023. 150 funds tracked by Wall St. Rank hold MGPI as of Q2 2026.

Creative Planning held 31,966 shares of MGP Ingredients worth $560K as of Q2 2026.
Creative Planning sold 7,947 MGP Ingredients shares in Q2 2026, an estimated $145K.
MGP Ingredients made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3106 holding.
Creative Planning first reported a position in MGP Ingredients in Q4 2014 and has held it in 42 quarters since.
Creative Planning's MGP Ingredients position peaked at $1.89M in Q3 2023.
150 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2026.

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