NIKE, Inc.
MX ˙ BMV ˙ US6541061031
SecurityMX:NKE / NIKE, Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership18,246 shares
Latest Disclosed Value $ 963,731
WealthPLAN Partners, LLC reports 34.95% decrease in ownership of NKE / NIKE, Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 18,246 shares of NIKE, Inc. (MX:NKE) valued at $963,731 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 28,050 shares of NIKE, Inc.. This represents a change in shares of -34.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F NIKE CL B 654106103 18,246 -9,804 -34.95 964 -46.11 0.1571
2026-02-12 2025-12-31 13F NIKE CL B 654106103 28,050 -3,893 -12.19 1,787 -19.76 0.2670
2025-10-27 2025-09-30 13F NIKE CL B 654106103 31,943 989 3.20 2,227 1.32 0.3339
2025-07-28 2025-06-30 13F NIKE CL B 654106103 30,954 -9,920 -24.27 2,199 -15.27 0.3539
2025-05-12 2025-03-31 13F NIKE CL B 654106103 40,874 3,692 9.93 2,595 -7.79 0.3658
2025-01-30 2024-12-31 13F NIKE CL B 654106103 37,182 -831 -2.19 2,814 -16.28 0.3991
2024-11-05 2024-09-30 13F NIKE CL B 654106103 38,013 646 1.73 3,360 19.32 0.4512
2024-08-09 2024-06-30 13F NIKE CL B 654106103 37,367 -2,541 -6.37 2,816 -24.91 0.3024
2024-05-07 2024-03-31 13F NIKE CL B 654106103 39,908 -17,062 -29.95 3,751 -39.37 0.3883
2024-01-05 2023-12-31 13F NIKE CL B 654106103 56,970 1,676 3.03 6,185 16.99 0.6358
2023-11-02 2023-09-30 13F NIKE CL B 654106103 55,294 54,033 4,284.93 5,287 3,703.60 0.6144
2023-07-31 2023-06-30 13F Nike Inc Class B Stock/ETF 654106103 1,261 -110 -8.02 139 -17.26 0.0197
2023-05-10 2023-03-31 13F Nike Inc Class B Stock/ETF 654106103 1,371 -1,234 -47.37 168 -48.78 0.0191
2023-02-16 2022-12-31 13F NIKE CL B 654106103 2,605 -142 -5.17 329 -4.37 0.0230
2022-05-03 2022-03-31 13F NIKE CL B 654106103 2,747 126 4.81 343 -11.60 0.0238
2022-02-01 2021-12-31 13F NIKE CL B 654106103 2,621 -18 -0.68 388 -14.16 0.0256
2021-12-09 2021-09-30 13F NIKE CL B 654106103 2,639 81 3.17 452 3.20 0.0301
2021-08-19 2021-06-30 13F NIKE CL B 654106103 2,558 23 0.91 438 31.53 0.0308
2021-05-11 2021-03-31 13F NIKE CL B 654106103 2,535 -8 -0.31 333 -6.98 0.0258
2021-02-09 2020-12-31 13F NIKE CL B 654106103 2,543 10 0.39 358 11.53 0.0304
2020-12-18 2020-09-30 13F NIKE CL B 654106103 2,533 -31 -1.21 321 17.58 0.0313
2020-08-19 2020-06-30 13F NIKE CL B 654106103 2,564 176 7.37 273 31.88 0.0283
2020-05-15 2020-03-31 13F NIKE CL B 654106103 2,388 297 14.20 207 -3.72 0.0269
2020-02-14 2019-12-31 13F NIKE CL B 654106103 2,091 2,091 215 0.0254
2017-08-11 2017-06-30 13F NIKE Common Stock 654106103 0 -986 -100.00 0 -100.00
2017-04-19 2017-03-31 13F NIKE Common Stock 654106103 986 -1,435 -59.27 54 -57.14 0.1883
2016-12-09 2016-09-30 13F NIKE Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 654106103 2,421 -1,224 -33.58 126 -5.26 0.0411
2016-08-08 2016-06-30 13F Nike Inc Cl B Common Stock 654106103 3,645 -211 -5.47 134 54.65 0.0172
2016-03-24 2015-12-31 13F NIKE CL B 654106103 3,856 3,736 3,113.33 86 561.54 0.0140
2015-08-10 2015-06-30 13F NIKE CL B 654106103 120 0 0.00 13 8.33 0.0057
2015-05-04 2015-03-31 13F Nike Inc Cl B Common Stock 654106103 120 120 12 0.0056
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.