Creative Planning
SG icon

Creative Planning’s Sweetgreen SG Stock Holding History

Creative Planning’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Sell
51,898
-39,562
-43% -$302K ﹤0.01% 3257
2026
Q1 		$475K Sell
91,460
-4,269
-4% -$26K ﹤0.01% 3069
2025
Q4 		$647K Buy
+95,729
New +$658K ﹤0.01% 2627
2025
Q2 		– Sell
-11,396
Closed -$285K – 3783
2025
Q1 		$285K Sell
11,396
-1,082
-9% -$29.9K ﹤0.01% 2802
2024
Q4 		$400K Buy
12,478
+1,039
+9% +$38.7K ﹤0.01% 2434
2024
Q3 		$406K Buy
11,439
+4,364
+62% +$133K ﹤0.01% 2285
2024
Q2 		$213K Sell
7,075
-2,025
-22% -$55.5K ﹤0.01% 2634
2024
Q1 		$230K Sell
9,100
-7,500
-45% -$109K ﹤0.01% 2466
2023
Q4 		$188K Buy
16,600
+2,100
+14% +$22.1K ﹤0.01% 2457
2023
Q3 		$170K Sell
14,500
-363
-2% -$5.05K ﹤0.01% 2288
2023
Q2 		$191K Hold
14,863
– – ﹤0.01% 2228
2023
Q1 		$117K Sell
14,863
-157
-1% -$1.38K ﹤0.01% 2228
2022
Q4 		$129K Buy
15,020
+157
+1% +$2.29K ﹤0.01% 2114
2022
Q3 		$275K Buy
+14,863
New +$253K ﹤0.01% 1705

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Creative Planning's SG Position: Q2 2026 in Review

Creative Planning reduced its Sweetgreen (SG) stake by 43% in Q2 2026, selling an estimated $302K and leaving 51,898 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #3257.

Creative Planning first reported a position in SG in Q3 2022 and has held it in 14 quarters since. The position peaked at $647K in Q4 2025. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Creative Planning held 51,898 shares of Sweetgreen worth $457K as of Q2 2026.
  • Creative Planning sold 39,562 Sweetgreen shares in Q2 2026, an estimated $302K.
  • Sweetgreen made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3257 holding.
  • Creative Planning first reported a position in Sweetgreen in Q3 2022 and has held it in 14 quarters since.
  • Creative Planning's Sweetgreen position peaked at $647K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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