Key shares owned by Creative Planning
Historical chart of Creative Planning investment in Key
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All positions including Key held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Key by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $9.0M | 392k | 23.05 |
| 2026-03-31 | $7.2M | 360k | 20.05 |
| 2025-12-31 | $5.0M | 245k | 20.64 |
| 2025-09-30 | $3.0M | 161k | 18.69 |
| 2025-06-30 | $2.5M | 143k | 17.42 |
| 2025-03-31 | $2.1M | 129k | 15.99 |
| 2024-12-31 | $1.8M | 107k | 17.14 |
| 2024-09-30 | $2.4M | 142k | 16.75 |
| 2024-06-30 | $2.0M | 138k | 14.21 |
| 2024-03-31 | $2.2M | 136k | 15.81 |
| 2023-12-31 | $1.6M | 112k | 14.40 |
| 2023-09-30 | $1.3M | 119k | 10.76 |
| 2023-06-30 | $1000k | 108k | 9.24 |
| 2023-03-31 | $905k | 72k | 12.52 |
| 2022-12-31 | $1.5M | 89k | 17.42 |
| 2022-09-30 | $1.1M | 66k | 16.02 |
| 2022-06-30 | $1.1M | 65k | 17.22 |
| 2022-03-31 | $1.7M | 77k | 22.38 |
| 2021-12-31 | $1.4M | 62k | 23.13 |
| 2021-09-30 | $1.2M | 56k | 21.63 |
| 2021-06-30 | $1.2M | 56k | 20.65 |
| 2021-03-31 | $1.4M | 72k | 19.98 |
| 2020-12-31 | $1.1M | 66k | 16.41 |
| 2020-09-30 | $824k | 69k | 11.94 |
| 2020-06-30 | $592k | 49k | 12.19 |
| 2020-03-31 | $518k | 50k | 10.37 |
| 2019-12-31 | $1.5M | 73k | 20.24 |
| 2019-09-30 | $1.4M | 78k | 17.84 |
| 2019-06-30 | $1.4M | 81k | 17.75 |
| 2019-03-31 | $1.3M | 79k | 15.75 |
| 2018-12-31 | $229k | 77k | 3.00 |
| 2018-09-30 | $1.5M | 73k | 19.89 |
| 2018-06-30 | $1.5M | 77k | 19.53 |
| 2018-03-31 | $1.5M | 76k | 19.55 |
| 2017-12-31 | $1.9M | 94k | 20.17 |
| 2017-09-30 | $1.8M | 96k | 18.82 |
| 2017-06-30 | $1.7M | 92k | 18.74 |
| 2017-03-31 | $1.7M | 95k | 17.78 |
| 2016-12-31 | $1.8M | 97k | 18.27 |
| 2016-09-30 | $1.3M | 110k | 12.17 |
| 2016-06-30 | $538k | 49k | 11.04 |
| 2016-03-31 | $379k | 34k | 11.03 |
| 2015-12-31 | $454k | 34k | 13.19 |
| 2015-09-30 | $1.7M | 127k | 13.01 |
| 2015-06-30 | $471k | 31k | 15.03 |
| 2015-03-31 | $475k | 34k | 14.17 |
| 2014-12-31 | $469k | 34k | 13.90 |
| 2014-09-30 | $459k | 34k | 13.33 |
| 2014-06-30 | $435k | 30k | 14.33 |
| 2014-03-31 | $445k | 31k | 14.24 |
| 2013-12-31 | $413k | 31k | 13.42 |
| 2013-09-30 | $297k | 26k | 11.39 |
| 2013-06-30 | $303k | 28k | 11.03 |
| 2012-12-31 | $100k | 12k | 8.39 |
| 2012-09-30 | $99k | 11k | 8.76 |
| 2012-06-30 | $85k | 11k | 7.71 |
| 2011-12-31 | $98k | 13k | 7.69 |