Creative Planning’s McDonald's MCD Stock Holding History

Creative Planning’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
2022 Q4	–	Sell	-5,000	Closed	-$23K	–	2562
2022 Q3	$23K	Hold	5,000	–	–	﹤0.01%	2174
2022 Q2	$25K	Buy	+5,000	New	+$1.23M	﹤0.01%	2118
2019 Q1	–	Sell	-2,000	Closed	-$3K	–	2051
2018 Q4	$3K	Buy	+2,000	New	+$355K	﹤0.01%	1887
2018 Q2	–	Sell	-1,100	Closed	-$3K	–	2128
2018 Q1	$3K	Buy	+1,100	New	+$181K	﹤0.01%	1973

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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. 3,462 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.
3,462 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.