Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overview All 13F holders of MCD Full Q2 2026 holdings

Shares (Q2 2026): 414,358
Value: $112.0M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	414,358	$112.0M	0.1%	−31,483−7.1%	Reduced	Holders
Q1 2026	445,841	$138.6M	0.1%	+49,361+12.4%	Added	Holders
Q4 2025	396,480	$121.2M	0.1%	+16,817+4.4%	Added	Holders
Q3 2025	379,663	$115.4M	0.1%	+19,399+5.4%	Added	Holders
Q2 2025	360,264	$105.3M	0.1%	−7,383−2.0%	Reduced	Holders
Q1 2025	367,647	$114.8M	0.1%	+11,650+3.3%	Added	Holders
Q4 2024	355,997	$103.2M	0.1%	+26,580+8.1%	Added	Holders
Q3 2024	329,417	$100.3M	0.1%	+4,480+1.4%	Added	Holders
Q2 2024	324,937	$82.8M	0.1%	−13,764−4.1%	Reduced	Holders
Q1 2024	338,701	$95.5M	0.1%	−511−0.2%	Reduced	Holders
Q4 2023	339,212	$100.6M	0.2%	+17,553+5.5%	Added	Holders
Q3 2023	321,659	$84.7M	0.1%	+2,605+0.8%	Added	Holders
Q2 2023	319,054	$95.2M	0.1%	−1,713−0.5%	Reduced	Holders
Q1 2023	320,767	$89.7M	0.1%	−7,092−2.2%	Reduced	Holders
Q4 2022	327,859	$86.4M	0.1%	−866−0.3%	Reduced	Holders
Q3 2022	328,725	$75.8M	0.1%	+3,934+1.2%	Added	Holders
Q2 2022	324,791	$80.2M	0.1%	+38,971+13.6%	Added	Holders
Q1 2022	285,820	$70.7M	0.1%	+40,723+16.6%	Added	Holders
Q4 2021	245,097	$65.7M	0.1%	+5,058+2.1%	Added	Holders
Q3 2021	240,039	$57.9M	0.1%	+8,780+3.8%	Added	Holders
Q2 2021	231,259	$53.4M	0.1%	−10,920−4.5%	Reduced	Holders
Q1 2021	242,179	$54.3M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.