CreativeOne Wealth, LLC

Position in MCD — Mcdonalds Corp

CIK 1739728 OVERLAND PARK, KS

Position in MCD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,617,952

-$1,320,378 QoQ

Shares Held

9,685

-23.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,145

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $4,568,682 across 5 Restaurants names. MCD ranks #1 (57.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	9,685	$2,617,952
2	SBUX	Starbucks Corp	8,662	$885,168
3	YUM	Yum Brands Inc	3,548	$567,183
4	CMG	Chipotle Mexican Grill Inc	7,975	$271,150
5	DRI	Darden Restaurants Inc	1,103	$227,229

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,617,952	9,685	-23.6%	Shares	Other	2026-08-13
2026-03-31	$3,938,330	12,672	-0.7%	Shares	Other	2026-05-15
2025-12-31	$3,901,061	12,764	+1.4%	Shares	Other	2026-02-13
2025-09-30	$3,826,278	12,591	+1.1%	Shares	Other	2025-11-13
2025-06-30	$3,638,685	12,454	+14.2%	Shares	Other	2025-08-12
2025-03-31	$3,406,706	10,906	+9.7%	Shares	Other	2025-05-14
2024-12-31	$2,882,666	9,944	-4.1%	Shares	Other	2025-02-13
2024-09-30	$3,158,986	10,374	+0.7%	Shares	Other	2024-11-13
2024-06-30	$2,626,381	10,306	-15.2%	Shares	Sole	2024-08-14
2024-03-31	$3,426,537	12,153	+16.6%	Shares	Other	2024-05-14
2023-12-31	$3,090,523	10,423	-4.4%	Shares	Other	2024-02-09
2023-09-30	$2,871,232	10,899	+14.8%	Shares	Other	2023-10-17
2023-06-30	$2,833,104	9,494	-48.9%	Shares	Sole	2023-08-14
2023-03-31	$5,190,119	18,562	+10.8%	Shares	Sole	2023-05-15
2022-12-31	$4,414,918	16,753	-2.7%	Shares	Sole	2023-02-15
2022-09-30	$3,971,035	17,210	+23.3%	Shares	Sole	2022-11-15
2022-06-30	$3,446,691	13,961	+84.0%	Shares	Sole	2022-08-12
2022-03-31	$1,875,866	7,586	+35.2%	Shares	Sole	2022-05-13
2021-12-31	$1,503,871	5,610	-3.3%	Shares	Sole	2022-02-15
2021-09-30	$1,398,438	5,800	+7.7%	Shares	Sole	2021-11-16
2021-06-30	$1,244,111	5,386	+24.8%	Shares	Other	2021-08-13
2021-03-31	$966,939	4,314	-42.8%	Shares	Other	2021-05-17
2020-12-31	$1,619,220	7,546	+473.8%	Shares	Other	2021-02-12
2020-09-30	$288,628	1,315	-15.4%	Shares	Sole	2020-11-13
2020-06-30	$286,665	1,554	-33.1%	Shares	Sole	2020-08-13
2020-03-31	$383,942	2,322	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.