Creative Planning’s Soho House & Co SHCO Stock Holding History

Creative Planning’s Portfolio SHCO Stock Details SHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-23,168	Closed	-$208K	–	4189
2025 Q4	$208K	Buy	23,168 +13,040	+129%	+$116K	﹤0.01%	3516
2025 Q3	$89.6K	Buy	+10,128	New	+$79.8K	﹤0.01%	3684

Other funds holding SHCO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's SHCO Position: Q1 2026 in Review

Creative Planning sold out of Soho House & Co (SHCO) in Q1 2026, closing a stake of 23,168 shares — an estimated $208K sold.

Creative Planning first reported a position in SHCO in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 1 fund tracked by Wall St. Rank holds SHCO as of Q1 2026.

Creative Planning reported no remaining Soho House & Co position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 23,168 Soho House & Co shares in Q1 2026, an estimated $208K.
Creative Planning first reported a position in Soho House & Co in Q3 2025 and held it in 2 quarters.
Creative Planning's Soho House & Co position peaked at $208K in Q4 2025.
1 fund tracked by Wall St. Rank held Soho House & Co as of Q1 2026.

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