Creative Planning
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Creative Planning’s Monarch Casino & Resort MCRI Stock Holding History

Creative Planning’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.22M Buy
54,606
+27,809
+104% +$2.64M ﹤0.01% 1158
2025
Q4 		$2.56M Buy
26,797
+14,085
+111% +$1.35M ﹤0.01% 1508
2025
Q3 		$1.35M Buy
12,712
+9,436
+288% +$946K ﹤0.01% 1850
2025
Q2 		$283K Buy
+3,276
New +$264K ﹤0.01% 2948
2025
Q1 		– Sell
-101
Closed -$7.97K – 3625
2024
Q4 		$7.97K Buy
+101
New +$8.14K ﹤0.01% 3392
2023
Q4 		– Sell
-95
Closed -$5.9K – 2946
2023
Q3 		$5.9K Buy
+95
New +$6.4K ﹤0.01% 2700

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's MCRI Position: Q1 2026 in Review

Creative Planning increased its Monarch Casino & Resort (MCRI) stake by 104% in Q1 2026, buying an estimated $2.64M and bringing the position to 54,606 shares worth $5.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Creative Planning first reported a position in MCRI in Q3 2023 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold MCRI as of Q1 2026.

  • Creative Planning held 54,606 shares of Monarch Casino & Resort worth $5.22M as of Q1 2026.
  • Creative Planning bought 27,809 Monarch Casino & Resort shares in Q1 2026, an estimated $2.64M.
  • Monarch Casino & Resort made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1158 holding.
  • Creative Planning first reported a position in Monarch Casino & Resort in Q3 2023 and has held it in 6 quarters since.
  • 240 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2026.

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