Creative Planning

Position in CNNE — Cannae Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CNNE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$945,360

+$568,161 QoQ

Shares Held

65,650

+97.9% QoQ

Ownership

0.151%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#63

of 202 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $302,703,227 across 28 Restaurants names. CNNE ranks #22 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	414,358	$112,005,110
2	SBUX	Starbucks Corp	579,189	$59,187,323
3	YUM	Yum Brands Inc	142,118	$22,718,982
4	TXRH	Texas Roadhouse, Inc.	103,968	$20,089,736
5	CMG	Chipotle Mexican Grill Inc	391,711	$13,318,174
6	EAT	Brinker International, Inc	56,746	$9,533,328
7	DRI	Darden Restaurants Inc	45,924	$9,460,802
8	DPZ	Dominos Pizza Inc	31,670	$9,375,586

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$945,360	65,650	+97.9%	Shares	Defined	2026-08-13
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.