Creative Planning

Position in CNNE — Cannae Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CNNE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$377,199

-$35,856 QoQ

Shares Held

33,175

+47.1% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0.5094197437829691.ToString("F0")% Shared 0.ToString("F0")% None 99.49058025621703.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $288,745,867 across 29 Restaurants names. CNNE ranks #27 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	445,841	$138,562,923
2	SBUX	Starbucks Corp	508,092	$45,519,961
3	YUM	Yum Brands Inc	146,316	$22,749,210
4	TXRH	Texas Roadhouse, Inc.	85,140	$14,060,019
5	CMG	Chipotle Mexican Grill Inc	420,721	$13,467,279
6	DRI	Darden Restaurants Inc	42,289	$8,290,335
7	EAT	Brinker International, Inc	42,824	$6,113,981
8	DPZ	Dominos Pizza Inc	16,812	$6,031,977

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$377,199	33,175	+47.1%	Shares	Sole	2026-05-12
2025-09-30	$413,055	22,559	-2.6%	Shares	Sole	2025-11-14
2025-06-30	$482,927	23,162	-12.0%	Shares	Sole	2025-08-08
2025-03-31	$482,500	26,323	-33.4%	Shares	Sole	2025-05-15
2024-12-31	$785,263	39,540	+15.6%	Shares	Defined	2025-02-14
2024-09-30	$651,927	34,204	+53.5%	Shares	Defined	2024-10-11
2024-06-30	$404,139	22,279	-46.2%	Shares	Defined	2024-08-15
2024-03-31	$921,224	41,422	+130.5%	Shares	Defined	2024-05-13
2023-12-31	$350,671	17,974	+14632.8%	Shares	Defined	2024-02-14
2022-03-31	$2,918	122	-99.8%	Shares	Sole	2022-05-16
2020-09-30	$2,381,174	63,907	+0.3%	Shares	Sole	2020-11-05
2020-06-30	$2,618,439	63,709	0.0%	Shares	Sole	2020-07-23
2020-03-31	$2,133,614	63,709	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.