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Creative Planning MCRI Position History
Monarch Casino & Resort, Inc.
Quarters held
8
Latest value
$11.7M
Q3 2026
Peak value
$11.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $59K |
| Q3 2025 | $1.3M |
| Q4 2025 | $2.6M |
| Q1 2026 | $5.2M |
| Q2 2026 | $96K |
| Q2 2026 | $9.4M |
| Q3 2026 | $98K |
| Q3 2026 | $11.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.7M | 101.6K | — | — |
| Q3 2026 | $98K | 853 | — | — |
| Q2 2026 | $9.4M | 71.7K | — | — |
| Q2 2026 | $96K | 732 | — | — |
| Q1 2026 | $5.2M | 54.6K | — | — |
| Q4 2025 | $2.6M | 26.8K | — | — |
| Q3 2025 | $1.3M | 12.2K | — | — |
| Q3 2025 | $59K | 558 | — | — |
Other funds holding MCRI
$113.7M
$106.1M
$105.9M
$98.4M
$90.3M
$88.9M
$87.5M