Creative Financial Designs’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $784K | Sell |
2,521
-642
| -20% | -$205K | 0.05% | 262 |
|
|
2025
Q4 | $967K | Buy |
3,163
+557
| +21% | +$171K | 0.06% | 235 |
|
|
2025
Q3 | $792K | Buy |
2,606
+1,988
| +322% | +$605K | 0.05% | 261 |
|
|
2025
Q2 | $181K | Buy |
618
+11
| +2% | +$3.39K | 0.01% | 511 |
|
|
2025
Q1 | $190K | Buy |
607
+77
| +15% | +$23K | 0.02% | 454 |
|
|
2024
Q4 | $154K | Sell |
530
-528
| -50% | -$157K | 0.01% | 504 |
|
|
2024
Q3 | $322K | Buy |
1,058
+94
| +10% | +$25.9K | 0.03% | 356 |
|
|
2024
Q2 | $246K | Buy |
964
+39
| +4% | +$10.3K | 0.02% | 394 |
|
|
2024
Q1 | $261K | Sell |
925
-121
| -12% | -$35.2K | 0.02% | 362 |
|
|
2023
Q4 | $310K | Buy |
1,046
+269
| +35% | +$73.2K | 0.03% | 303 |
|
|
2023
Q3 | $205K | Buy |
777
+118
| +18% | +$33.7K | 0.02% | 327 |
|
|
2023
Q2 | $197K | Buy |
659
+236
| +56% | +$68.6K | 0.02% | 345 |
|
|
2023
Q1 | $118K | Buy |
423
+54
| +15% | +$14.5K | 0.02% | 435 |
|
|
2022
Q4 | $97.2K | Sell |
369
-80
| -18% | -$21.1K | 0.01% | 457 |
|
|
2022
Q3 | $104K | Sell |
449
-5
| -1% | -$1.28K | 0.02% | 428 |
|
|
2022
Q2 | $112K | Buy |
454
+39
| +9% | +$9.61K | 0.02% | 410 |
|
|
2022
Q1 | $103K | Buy |
415
+92
| +28% | +$22.9K | 0.02% | 428 |
|
|
2021
Q4 | $87K | Sell |
323
-30
| -8% | -$7.58K | 0.01% | 462 |
|
|
2021
Q3 | $85K | Buy |
353
+18
| +5% | +$4.3K | 0.01% | 474 |
|
|
2021
Q2 | $77K | Buy |
335
+29
| +9% | +$6.75K | 0.01% | 494 |
|
|
2021
Q1 | $69K | Sell |
306
-51
| -14% | -$10.9K | 0.01% | 493 |
|
|
2020
Q4 | $77K | Sell |
357
-123
| -26% | -$26.7K | 0.02% | 426 |
|
|
2020
Q3 | $105K | Buy |
480
+93
| +24% | +$19.1K | 0.03% | 333 |
|
|
2020
Q2 | $71K | Buy |
+387
| New | +$71K | 0.02% | 358 |
|
|
2020
Q1 | – | Sell |
-96
| Closed | -$19K | – | 552 |
|
|
2019
Q4 | $19K | Sell |
96
-8
| -8% | -$1.59K | 0.01% | 335 |
|
|
2019
Q3 | $21K | Buy |
104
+10
| +11% | +$2.14K | 0.01% | 328 |
|
|
2019
Q2 | $20K | Sell |
94
-3
| -3% | -$594 | 0.01% | 323 |
|
|
2019
Q1 | $18K | Buy |
97
+4
| +4% | +$726 | 0.01% | 319 |
|
|
2018
Q4 | $17K | Sell |
93
-23
| -20% | -$4.08K | 0.01% | 299 |
|
|
2018
Q3 | $19K | Sell |
116
-399
| -77% | -$63.9K | 0.01% | 345 |
|
|
2018
Q2 | $81K | Sell |
515
-36
| -7% | -$5.84K | 0.05% | 194 |
|
|
2018
Q1 | $86K | Buy |
551
+37
| +7% | +$6.09K | 0.06% | 181 |
|
|
2017
Q4 | $88K | Sell |
514
-215
| -29% | -$36.1K | 0.06% | 178 |
|
|
2017
Q3 | $114K | Sell |
729
-398
| -35% | -$62.4K | 0.07% | 173 |
|
|
2017
Q2 | $173K | Buy |
1,127
+435
| +63% | +$62.9K | 0.11% | 144 |
|
|
2017
Q1 | $90K | Sell |
692
-125
| -15% | -$15.7K | 0.06% | 188 |
|
|
2016
Q4 | $99K | Buy |
+817
| New | +$95.8K | 0.08% | 176 |
|
Other funds holding MCD
VCM
VPM
DAM
Creative Financial Designs's MCD Position: Q1 2026 in Review
Creative Financial Designs reduced its McDonald's (MCD) stake by 20% in Q1 2026, selling an estimated $205K and leaving 2,521 shares worth $784K. The position accounts for 0.05% of the portfolio, ranked #262.
Creative Financial Designs first reported a position in MCD in Q4 2016 and has held it in 37 quarters since. The position peaked at $967K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Creative Financial Designs held 2,521 shares of McDonald's worth $784K as of Q1 2026.
- Creative Financial Designs sold 642 McDonald's shares in Q1 2026, an estimated $205K.
- McDonald's made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #262 holding.
- Creative Financial Designs first reported a position in McDonald's in Q4 2016 and has held it in 37 quarters since.
- Creative Financial Designs's McDonald's position peaked at $967K in Q4 2025.
- 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.