Position in MCD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$112,005,110
-$26,557,813 QoQ
Shares Held
414,358
-7.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#123
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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
$23,000
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 Jun 30, 2026Creative Planning holds $302,703,227 across 28 Restaurants names. MCD ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
414,358 | $112,005,110 | |
| 2 | SBUX |
Starbucks Corp
|
579,189 | $59,187,323 | |
| 3 | YUM |
Yum Brands Inc
|
142,118 | $22,718,982 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
103,968 | $20,089,736 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
391,711 | $13,318,174 | |
| 6 | EAT |
Brinker International, Inc
|
56,746 | $9,533,328 | |
| 7 | DRI |
Darden Restaurants Inc
|
45,924 | $9,460,802 | |
| 8 | DPZ |
Dominos Pizza Inc
|
31,670 | $9,375,586 |
All Filings in MCD
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,005,110 | 414,358 | Shares | Defined | 2026-08-13 | |
| 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 | $23,000 | 5,000 | Put | Sole | 2022-11-03 | |
| 2022-06-30 | $25,000 | 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. | ||||||