Creative Capital Management Investments’s McDonald's MCD Stock Holding History

Creative Capital Management Investments’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.78K	Buy	+14	New	+$4.01K	﹤0.01%	521
2024 Q4	–	Sell	-112	Closed	-$34.1K	–	284
2024 Q3	$34.1K	Hold	112	–	–	0.01%	114
2024 Q2	$28.5K	Sell	112 -665	-86%	-$176K	0.01%	111
2024 Q1	$219K	Hold	777	–	–	0.11%	41
2023 Q4	$230K	Sell	777 -51	-6%	-$13.9K	0.13%	35
2023 Q3	$218K	Hold	828	–	–	0.15%	33
2023 Q2	$247K	Sell	828 -247	-23%	-$71.8K	0.18%	32
2023 Q1	$300K	Buy	1,075 +91	+9%	+$24.4K	0.22%	33
2022 Q4	$259K	Buy	+984	New	+$260K	0.23%	29

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Creative Capital Management Investments's MCD Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in McDonald's (MCD) in Q2 2026: 14 shares worth $3.78K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in MCD as recently as Q3 2024.

Creative Capital Management Investments first reported a position in MCD in Q4 2022 and has held it in 9 quarters since. The position peaked at $300K in Q1 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Creative Capital Management Investments held 14 shares of McDonald's worth $3.78K as of Q2 2026.
McDonald's was a new Creative Capital Management Investments position in Q2 2026.
McDonald's made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #521 holding.
Creative Capital Management Investments first reported a position in McDonald's in Q4 2022 and has held it in 9 quarters since.
Creative Capital Management Investments's McDonald's position peaked at $300K in Q1 2023.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.