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Creative Planning MCD Position History
McDonald's Corporation • Consumer Cyclical
Quarters held
15
Latest value
$90.2M
Q3 2026
Peak value
$137.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q3 2025 | $113.9M |
| Q3 2025 | $1.5M |
| Q4 2025 | $2.1M |
| Q4 2025 | $119.8M |
| Q4 2025 | $1.4M |
| Q1 2026 | $2.4M |
| Q1 2026 | $1.5M |
| Q1 2026 | $137.1M |
| Q2 2026 | $2.3M |
| Q2 2026 | $1.4M |
| Q2 2026 | $110.6M |
| Q3 2026 | $2.1M |
| Q3 2026 | $932K |
| Q3 2026 | $90.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $90.2M | 390.5K | — | — |
| Q3 2026 | $932K | 4.0K | — | — |
| Q3 2026 | $2.1M | 17.0K | — | — |
| Q2 2026 | $110.6M | 409.3K | — | — |
| Q2 2026 | $1.4M | 5.0K | — | — |
| Q2 2026 | $2.3M | 18.1K | — | — |
| Q1 2026 | $137.1M | 441.2K | — | — |
| Q1 2026 | $1.5M | 4.7K | — | — |
| Q1 2026 | $2.4M | 20.8K | — | — |
| Q4 2025 | $1.4M | 4.6K | — | — |
| Q4 2025 | $119.8M | 391.9K | — | — |
| Q4 2025 | $2.1M | 16.6K | — | — |
| Q3 2025 | $1.5M | 5.0K | — | — |
| Q3 2025 | $113.9M | 374.7K | — | — |
| Q3 2025 | $2.1M | 16.2K | — | — |
Other funds holding MCD
$20.9B
$19.9B
$19.8B
$19.7B
$10.8B
$10.6B