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 Q2	$4.41M	Sell	43,192 -1,582	-4%	-$127K	﹤0.01%	1509
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

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's ODC Position: Q2 2026 in Review

Creative Planning reduced its Oil-Dri (ODC) stake by 3.5% in Q2 2026, selling an estimated $127K and leaving 43,192 shares worth $4.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Creative Planning first reported a position in ODC in Q2 2013 and has held it in 19 quarters since. 162 funds tracked by Wall St. Rank hold ODC as of Q2 2026.

Creative Planning held 43,192 shares of Oil-Dri worth $4.41M as of Q2 2026.
Creative Planning sold 1,582 Oil-Dri shares in Q2 2026, an estimated $127K.
Oil-Dri made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1509 holding.
Creative Planning first reported a position in Oil-Dri in Q2 2013 and has held it in 19 quarters since.
162 funds tracked by Wall St. Rank held Oil-Dri as of Q2 2026.

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