Position in IP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,620,686
+$971,951 QoQ
Shares Held
129,431
+39.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.44425214979409877.ToString("F0")%
Shared 0.ToString("F0")%
None 99.5557478502059.ToString("F0")%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $60,409,425 across 20 Packaging & Containers names. IP ranks #7 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
188,013 | $7,473,516 | |
| 2 | GEF |
Greif, Inc
|
104,073 | $6,980,176 | |
| 3 | CCK |
Crown Holdings, Inc.
|
68,107 | $6,827,726 | |
| 4 | PKG |
Packaging Corp Of America
|
31,442 | $6,672,621 | |
| 5 | AVY |
Avery Dennison Corp
|
28,337 | $4,893,233 | |
| 6 | SON |
Sonoco Products Co
|
89,891 | $4,862,204 | |
| 7 | IP |
International Paper Co /New/
This page
|
129,431 | $4,620,686 | |
| 8 | BALL |
BALL Corp
|
74,797 | $4,421,250 |
All Filings in IP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,620,686 | 129,431 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,648,735 | 92,631 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,372,132 | 94,227 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,985,935 | 85,115 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,125,662 | 77,332 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,163,191 | 77,354 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,562,385 | 72,925 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,952,534 | 68,425 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,515,931 | 64,478 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,238,769 | 61,930 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,425,438 | 68,380 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,745,763 | 54,881 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,591,255 | 44,128 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,375,607 | 39,723 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,165,387 | 36,763 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,732,724 | 41,423 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,691,305 | 36,648 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,460,843 | 31,095 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,663,300 | 31,410 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,696,533 | 29,221 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,321,541 | 25,810 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,228,120 | 26,084 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $922,670 | 24,034 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $767,984 | 23,033 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $789,865 | 26,794 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||