Creative Planning’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
– Sell
-600
Closed -$1K – 2127
2018
Q1
$1K Buy
+600
New +$98.7K ﹤0.01% 2020

Other funds holding MCD

Creative Planning's MCD Position: Q2 2026 in Review

Creative Planning reduced its McDonald's (MCD) stake by 7.1% in Q2 2026, selling an estimated $9.03M and leaving 414,358 shares worth $112M. The position accounts for 0.07% of the portfolio, ranked #137.

Creative Planning first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $139M in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Creative Planning held 414,358 shares of McDonald's worth $112M as of Q2 2026.
  • Creative Planning sold 31,483 McDonald's shares in Q2 2026, an estimated $9.03M.
  • McDonald's made up 0.07% of Creative Planning's portfolio in Q2 2026, its #137 holding.
  • Creative Planning first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's McDonald's position peaked at $139M in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.