Position in MCD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$138,562,923
+$17,386,741 QoQ
Shares Held
445,841
+12.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.40866586967102625.ToString("F0")%
Shared 0.ToString("F0")%
None 99.59133413032897.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$1,153,700
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $288,745,867 across 29 Restaurants names. MCD ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
445,841 | $138,562,923 | |
| 2 | SBUX |
Starbucks Corp
|
508,092 | $45,519,961 | |
| 3 | YUM |
Yum Brands Inc
|
146,316 | $22,749,210 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
85,140 | $14,060,019 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
420,721 | $13,467,279 | |
| 6 | DRI |
Darden Restaurants Inc
|
42,289 | $8,290,335 | |
| 7 | EAT |
Brinker International, Inc
|
42,824 | $6,113,981 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,812 | $6,031,977 |
All Filings in MCD
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,562,923 | 445,841 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $121,176,182 | 396,480 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $115,375,788 | 379,663 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $105,258,332 | 360,264 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $114,841,892 | 367,647 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $103,199,970 | 355,997 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $100,310,770 | 329,417 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $82,806,930 | 324,937 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $95,496,746 | 338,701 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $100,579,749 | 339,212 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $84,737,846 | 321,659 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $95,208,903 | 319,054 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $89,689,660 | 320,767 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $86,400,682 | 327,859 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $75,850,006 | 328,725 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $1,153,700 | 5,000 | Put | Sole | 2022-11-03 | |
| 2022-06-30 | $1,234,400 | 5,000 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $80,184,402 | 324,791 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $70,677,569 | 285,820 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $65,703,152 | 245,097 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $57,875,803 | 240,039 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $53,418,515 | 231,259 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $54,282,001 | 242,179 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $21,458 | 100 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $50,264,291 | 234,245 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $50,357,809 | 229,431 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $219,490 | 1,000 | Put | Sole | 2020-11-05 | |
| 2020-06-30 | $184,470 | 1,000 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $39,062,813 | 211,757 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $35,272,296 | 213,319 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||