Creative Planning

Position in FDX — Fedex Corp

CIK 1540235 OVERLAND PARK, KS

Back to FDX Full portfolio

Position in FDX

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

Position Value

$44,181,703

-$3,881,586 QoQ

Shares Held

141,097

-15.7% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#145

of 1,932 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in FDX Over Time

Shares Held

Position Value (USD)

Derivatives in FDX

reported options exposure · as of Jun 30, 2023

CallValue

CallShares

PutValue

$818,070

PutShares

4,095

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Integrated Freight & Logistics

Industrials · as of Jun 30, 2026

Creative Planning holds $151,610,263 across 15 Integrated Freight & Logistics names. FDX ranks #1 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp This page	141,097	$44,181,703
2	UPS	United Parcel Service Inc	355,913	$38,260,647
3	JBHT	Hunt J B Transport Services Inc	87,011	$25,183,593
4	FDXF	FedEx Freight Holding Company, Inc.	67,843	$10,244,293
5	CHRW	C. H. Robinson Worldwide, Inc.	48,573	$9,148,238
6	EXPD	Expeditors International Of Washington Inc	54,461	$8,876,052
7	LSTR	Landstar System Inc	41,082	$8,496,168
8	HUBG	Hub Group, Inc.	65,277	$2,858,479

All Filings in FDX

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,181,703	141,097	+4.6%	Shares	Defined	2026-08-13
2026-03-31	$48,063,289	134,941	+11.7%	Shares	Defined	2026-05-12
2025-12-31	$34,906,997	120,844	+22.6%	Shares	Sole	2026-02-17
2025-09-30	$23,248,505	98,590	+19.5%	Shares	Sole	2025-11-14
2025-06-30	$18,757,166	82,518	+6.8%	Shares	Sole	2025-08-08
2025-03-31	$18,829,570	77,240	-8.5%	Shares	Defined	2025-05-15
2024-12-31	$23,750,720	84,423	+3.3%	Shares	Defined	2025-02-14
2024-09-30	$22,236,742	81,696	+15.7%	Shares	Defined	2024-10-11
2024-06-30	$21,173,191	70,615	+3.8%	Shares	Defined	2024-08-15
2024-03-31	$19,717,385	68,052	-3.2%	Shares	Defined	2024-05-13
2023-12-31	$17,786,575	70,311	-5.0%	Shares	Defined	2024-02-14
2023-09-30	$19,601,694	73,991	+17.3%	Shares	Defined	2023-11-16
2023-06-30	$818,070	3,300	0.0%	Put	Sole	2023-07-21
2023-06-30	$15,640,261	63,091	+5.5%	Shares	Sole	2023-07-21
2023-03-31	$13,660,955	59,788	-2.0%	Shares	Sole	2023-05-15
2023-03-31	$59	3,300	0.0%	Put	Sole	2023-05-15
2022-12-31	$10,565,029	60,999	+13.0%	Shares	Sole	2023-02-10
2022-12-31	$4,455	3,300	0.0%	Put	Sole	2023-02-10
2022-09-30	$8,015,005	53,984	+16.1%	Shares	Sole	2022-11-03
2022-09-30	$489,951	3,300	0.0%	Put	Sole	2022-11-03
2022-06-30	$10,543,147	46,505	+30.0%	Shares	Sole	2022-08-15
2022-06-30	$1,000	3,300	0.0%	Put	Sole	2022-08-15
2022-03-31	$8,279,135	35,780	+7.1%	Shares	Sole	2022-05-16
2022-03-31	$14,000	500	-68.8%	Call	Sole	2022-05-16
2022-03-31	$763,587	3,300	-34.0%	Put	Sole	2022-05-16
2021-12-31	$8,643,750	33,420	-26.9%	Shares	Sole	2022-02-11
2021-09-30	$52,000	5,000	-5.7%	Put	Sole	2021-11-10
2021-09-30	$10,027,475	45,727	+49.9%	Shares	Sole	2021-11-10
2021-06-30	$9,099,360	30,501	-15.5%	Shares	Sole	2021-08-04
2021-06-30	$985,488	5,300	+47.2%	Put	Sole	2021-08-04
2021-03-31	$10,246,741	36,075	+12.8%	Shares	Sole	2021-04-30
2021-03-31	$1,022,542	3,600	+1100.0%	Put	Sole	2021-04-30
2021-03-31	$373,249	1,600	-5.9%	Call	Sole	2021-04-30
2020-12-31	$8,302,649	31,980	+2.5%	Shares	Sole	2021-01-29
2020-12-31	$1,000	300	—	Put	Sole	2021-01-29
2020-12-31	$392,430	1,700	+240.0%	Call	Sole	2021-01-29
2020-09-30	$7,000	500	—	Call	Sole	2020-11-05
2020-09-30	$7,850,443	31,212	-2.0%	Shares	Sole	2020-11-05
2020-06-30	$4,466,146	31,851	-5.9%	Shares	Sole	2020-07-23
2020-03-31	$4,105,983	33,861	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.