Creative Planning

Position in M — Macy's, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to M Full portfolio

Position in M

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

Position Value

$1,868,063

-$806,976 QoQ

Shares Held

103,265

-14.9% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in M Over Time

Shares Held

Position Value (USD)

Derivatives in M

reported options exposure · as of Mar 31, 2021

CallValue

$194,280

CallShares

12,000

PutValue

$16,190

PutShares

1,000

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 Department Stores

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $6,177,744 across 3 Department Stores names. M ranks #3 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDS	Dillard's, Inc.	4,147	$2,372,540
2	KSS	KOHLS Corp	150,166	$1,937,141
3	M	Macy's, Inc. This page	103,265	$1,868,063

All Filings in M

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,868,063	103,265	-14.9%	Shares	Sole	2026-05-12
2025-12-31	$2,675,039	121,317	+91.4%	Shares	Sole	2026-02-17
2025-09-30	$1,136,707	63,397	+19.6%	Shares	Defined	2025-11-14
2025-06-30	$617,991	53,001	-23.2%	Shares	Sole	2025-08-08
2025-03-31	$867,004	69,029	+8.9%	Shares	Sole	2025-05-15
2024-12-31	$1,072,904	63,373	+10.6%	Shares	Defined	2025-02-14
2024-09-30	$899,193	57,310	-8.6%	Shares	Defined	2024-10-11
2024-06-30	$1,203,895	62,703	+4.2%	Shares	Defined	2024-08-15
2024-03-31	$1,202,377	60,149	-1.5%	Shares	Defined	2024-05-13
2023-12-31	$1,228,768	61,072	+135.1%	Shares	Defined	2024-02-14
2023-09-30	$301,534	25,972	+14.7%	Shares	Defined	2023-11-16
2023-06-30	$363,371	22,640	+31.1%	Shares	Defined	2023-07-21
2023-03-31	$302,051	17,270	-4.7%	Shares	Sole	2023-05-15
2022-12-31	$374,198	18,121	-27.1%	Shares	Sole	2023-02-10
2022-09-30	$389,634	24,865	+15.0%	Shares	Sole	2022-11-03
2022-06-30	$396,133	21,623	+13.6%	Shares	Sole	2022-08-15
2022-03-31	$463,790	19,039	+2.6%	Shares	Sole	2022-05-16
2021-12-31	$485,796	18,556	+19.5%	Shares	Sole	2022-02-11
2021-09-30	$351,045	15,533	-16.1%	Shares	Sole	2021-11-10
2021-06-30	$350,930	18,509	-34.2%	Shares	Sole	2021-08-04
2021-03-31	$455,586	28,140	+134.5%	Shares	Sole	2021-04-30
2021-03-31	$194,280	12,000	+1100.0%	Call	Sole	2021-04-30
2021-03-31	$16,190	1,000	-97.6%	Put	Sole	2021-04-30
2020-12-31	$464,467	41,286	+87.7%	Shares	Sole	2021-01-29
2020-12-31	$247,500	22,000	-86.3%	Call	Sole	2021-01-29
2020-09-30	$914,462	160,432	+3108.6%	Shares	Sole	2020-11-05
2020-09-30	$28,500	5,000	-96.9%	Call	Sole	2020-11-05
2020-06-30	$1,120,573	162,874	+192.6%	Shares	Sole	2020-07-23
2020-03-31	$273,285	55,659	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.