Lancaster Colony shares owned by Creative Planning
Quarter-by-quarter ownership of Lancaster Colony (MZTI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Lancaster Colony
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All positions including Lancaster Colony held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lancaster Colony by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 11k | 172.79 |
| 2025-06-30 | $1.1M | 6.4k | 172.77 |
| 2025-03-31 | $841k | 4.8k | 175.01 |
| 2024-12-31 | $851k | 4.9k | 173.14 |
| 2024-09-30 | $667k | 3.8k | 176.56 |
| 2024-06-30 | $782k | 4.1k | 188.97 |
| 2024-03-31 | $806k | 3.9k | 207.63 |
| 2023-12-31 | $382k | 2.3k | 166.39 |
| 2023-09-30 | $270k | 1.6k | 165.03 |
| 2023-06-30 | $328k | 1.6k | 201.09 |
| 2023-03-31 | $306k | 1.5k | 202.88 |
| 2022-12-31 | $249k | 1.3k | 197.30 |
| 2022-09-30 | $324k | 2.2k | 150.28 |
| 2021-12-31 | $221k | 1.3k | 165.30 |
| 2021-09-30 | $216k | 1.3k | 168.49 |
| 2021-06-30 | $248k | 1.3k | 193.45 |
| 2021-03-31 | $222k | 1.3k | 175.22 |
| 2020-12-31 | $233k | 1.3k | 183.90 |
| 2020-09-30 | $205k | 1.1k | 178.42 |
| 2019-03-31 | $214k | 1.4k | 157.01 |
| 2017-06-30 | $0 | 1 | 0.00 |
| 2017-03-31 | $2.0k | 18 | 111.11 |
| 2016-12-31 | $3.0k | 18 | 166.67 |
| 2014-06-30 | $3.0k | 27 | 111.11 |