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Creative Planning

Position in BRCC — BRC Inc.

CIK 1540235 OVERLAND PARK, KS

Position in BRCC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$0
+$0 QoQ
Shares Held
3,774
+6.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BRCC Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

Creative Planning holds $168,518,054 across 35 Packaged Foods names. BRCC ranks #35 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BRCC

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 37,735
2026-03-31 35,546
2025-12-31 23,008
2025-09-30 122,071
2025-06-30 114,698
2025-03-31 116,531
2024-12-31 96,520
2024-09-30 56,154
2023-12-31 19,556