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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Creative Planning's MCD Position: Q1 2026 in Review

Creative Planning increased its McDonald's (MCD) stake by 12% in Q1 2026, buying an estimated $15.7M and bringing the position to 445,841 shares worth $139M. The position accounts for 0.09% of the portfolio, ranked #98.

Creative Planning first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Creative Planning held 445,841 shares of McDonald's worth $139M as of Q1 2026.
Creative Planning bought 49,361 McDonald's shares in Q1 2026, an estimated $15.7M.
McDonald's made up 0.09% of Creative Planning's portfolio in Q1 2026, its #98 holding.
Creative Planning first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.