Creative Planning

Position in FDX — Fedex Corp

CIK 1540235 OVERLAND PARK, KS

Back to FDX Full portfolio

Position in FDX

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

Position Value

$48,063,284

+$13,156,287 QoQ

Shares Held

134,941

+11.7% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.556539524681157.ToString("F0")% Shared 0.ToString("F0")% None 99.44346047531884.ToString("F0")%

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

3,300

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 Mar 31, 2026

Creative Planning holds $123,194,626 across 13 Integrated Freight & Logistics names. FDX ranks #1 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp This page	134,941	$48,063,284
2	UPS	United Parcel Service Inc	339,747	$33,424,309
3	JBHT	Hunt J B Transport Services Inc	78,063	$16,541,549
4	CHRW	C. H. Robinson Worldwide, Inc.	46,900	$7,788,683
5	EXPD	Expeditors International Of Washington Inc	45,880	$6,571,392
6	LSTR	Landstar System Inc	34,086	$5,464,326
7	HUBG	Hub Group, Inc.	72,169	$2,600,970
8	GXO	GXO Logistics, Inc.	13,220	$685,457

All Filings in FDX

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,063,284	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	$23,248,507	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	$18,829,566	77,240	-8.5%	Shares	Defined	2025-05-15
2024-12-31	$23,750,721	84,423	+3.3%	Shares	Defined	2025-02-14
2024-09-30	$22,358,560	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	$19,717,386	68,052	-3.2%	Shares	Defined	2024-05-13
2023-12-31	$17,786,573	70,311	-5.0%	Shares	Defined	2024-02-14
2023-09-30	$19,601,694	73,991	+2142.2%	Shares	Defined	2023-11-16
2023-06-30	$818,070	3,300	-94.8%	Put	Sole	2023-07-21
2023-06-30	$15,640,258	63,091	+5.5%	Shares	Sole	2023-07-21
2023-03-31	$13,660,959	59,788	+1711.8%	Shares	Sole	2023-05-15
2023-03-31	$754,017	3,300	-94.6%	Put	Sole	2023-05-15
2022-12-31	$10,565,026	60,999	+1748.5%	Shares	Sole	2023-02-10
2022-12-31	$571,560	3,300	-93.9%	Put	Sole	2023-02-10
2022-09-30	$8,015,004	53,984	+1535.9%	Shares	Sole	2022-11-03
2022-09-30	$489,951	3,300	-92.9%	Put	Sole	2022-11-03
2022-06-30	$10,543,148	46,505	+1309.2%	Shares	Sole	2022-08-15
2022-06-30	$748,143	3,300	-90.8%	Put	Sole	2022-08-15
2022-03-31	$8,279,134	35,780	+7056.0%	Shares	Sole	2022-05-16
2022-03-31	$115,695	500	-84.8%	Call	Sole	2022-05-16
2022-03-31	$763,587	3,300	-90.1%	Put	Sole	2022-05-16
2021-12-31	$8,643,748	33,420	+568.4%	Shares	Sole	2022-02-11
2021-09-30	$1,096,450	5,000	-89.1%	Put	Sole	2021-11-10
2021-09-30	$10,027,473	45,727	+49.9%	Shares	Sole	2021-11-10
2021-06-30	$9,099,362	30,501	+475.5%	Shares	Sole	2021-08-04
2021-06-30	$1,581,149	5,300	-85.3%	Put	Sole	2021-08-04
2021-03-31	$10,246,743	36,075	+902.1%	Shares	Sole	2021-04-30
2021-03-31	$1,022,544	3,600	+125.0%	Put	Sole	2021-04-30
2021-03-31	$454,464	1,600	-95.0%	Call	Sole	2021-04-30
2020-12-31	$8,302,647	31,980	+10560.0%	Shares	Sole	2021-01-29
2020-12-31	$77,886	300	-82.4%	Put	Sole	2021-01-29
2020-12-31	$441,354	1,700	+240.0%	Call	Sole	2021-01-29
2020-09-30	$125,760	500	-98.4%	Call	Sole	2020-11-05
2020-09-30	$7,850,442	31,212	-2.0%	Shares	Sole	2020-11-05
2020-06-30	$4,466,147	31,851	-5.9%	Shares	Sole	2020-07-23
2020-03-31	$4,105,984	33,861	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.