Creative Planning’s Oil-Dri ODC Stock Holding History

Creative Planning’s Portfolio ODC Stock Details ODC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.91M	Buy	44,774 +916	+2%	+$55.8K	﹤0.01%	1601
2025 Q4	$2.15M	Buy	+43,858	New	+$2.43M	﹤0.01%	1678
2017 Q3	–	Sell	-216	Closed	-$5K	–	3119
2017 Q2	$5K	Hold	216	–	–	﹤0.01%	3998
2017 Q1	$4K	Hold	216	–	–	﹤0.01%	4063
2016 Q4	$4K	Sell	216 -20	-8%	-$370	﹤0.01%	4056
2016 Q3	$4K	Hold	236	–	–	﹤0.01%	3986
2016 Q2	$4K	Buy	236 +20	+9%	+$333	﹤0.01%	3758
2016 Q1	$4K	Hold	216	–	–	﹤0.01%	3708
2015 Q4	$4K	Hold	216	–	–	﹤0.01%	3798
2015 Q3	$2K	Buy	+216	New	+$2.74K	﹤0.01%	3969
2015 Q2	–	Sell	-216	Closed	-$4K	–	2391
2015 Q1	$4K	Hold	216	–	–	﹤0.01%	3646
2014 Q4	$4K	Hold	216	–	–	﹤0.01%	3608
2014 Q3	$3K	Hold	216	–	–	﹤0.01%	3528
2014 Q2	$3K	Hold	216	–	–	﹤0.01%	3412
2014 Q1	$4K	Hold	216	–	–	﹤0.01%	3180
2013 Q4	$4K	Hold	216	–	–	﹤0.01%	2915
2013 Q3	$4K	Sell	216 -242	-53%	-$3.77K	﹤0.01%	2803
2013 Q2	$6K	Buy	+458	New	+$6.16K	﹤0.01%	2480

Other funds holding ODC

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

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

Creative Planning's ODC Position: Q1 2026 in Review

Creative Planning increased its Oil-Dri (ODC) stake by 2.1% in Q1 2026, buying an estimated $55.8K and bringing the position to 44,774 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Creative Planning first reported a position in ODC in Q2 2013 and has held it in 18 quarters since. 140 funds tracked by Wall St. Rank hold ODC as of Q1 2026.

Creative Planning held 44,774 shares of Oil-Dri worth $2.91M as of Q1 2026.
Creative Planning bought 916 Oil-Dri shares in Q1 2026, an estimated $55.8K.
Oil-Dri made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1601 holding.
Creative Planning first reported a position in Oil-Dri in Q2 2013 and has held it in 18 quarters since.
140 funds tracked by Wall St. Rank held Oil-Dri as of Q1 2026.

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