Creative Planning Mcdonalds Corp Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Mcdonalds Corp stock. As of the latest transaction made, Creative Planning holds 355,997 shares of MCD stock, worth $111 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

355,997

Previous 329,417 8.07%

Holding current value

$111 Million

Previous $100 Million 2.88%

% of portfolio

0.1%

Previous 0.1%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$288.47 - $316.54 $7.67 Million - $8.41 Million	26,580 Added 8.07%	355,997 $103 Million
Q3 2024 Oct 11, 2024	BUY	$245.82 - $304.51 $1.1 Million - $1.36 Million	4,480 Added 1.38%	329,417 $100 Million
Q2 2024 Aug 15, 2024	SELL	$249.37 - $280.22 $3.43 Million - $3.86 Million	-13,764 Reduced 4.06%	324,937 $82.8 Million
Q1 2024 May 10, 2024	SELL	$278.58 - $300.53 $142,354 - $153,570	-511 Reduced 0.15%	338,701 $95.5 Million
Q4 2023 Feb 14, 2024	BUY	$246.19 - $296.51 $4.32 Million - $5.2 Million	17,553 Added 5.46%	339,212 $101 Million
Q3 2023 Nov 16, 2023	BUY	$263.44 - $297.13 $686,261 - $774,023	2,605 Added 0.82%	321,659 $84.7 Million
Q2 2023 Jul 21, 2023	SELL	$281.9 - $298.41 $482,894 - $511,176	-1,713 Reduced 0.53%	319,054 $95.2 Million
Q1 2023 May 15, 2023	SELL	$260.66 - $279.61 $1.85 Million - $1.98 Million	-7,092 Reduced 2.16%	320,767 $89.7 Million
Q4 2022 Feb 10, 2023	SELL	$233.19 - $277.79 $201,942 - $240,566	-866 Reduced 0.26%	327,859 $86.4 Million
Q3 2022 Nov 03, 2022	BUY	$230.74 - $266.82 $907,731 - $1.05 Million	3,934 Added 1.21%	328,725 $75.9 Million
Q2 2022 Aug 15, 2022	BUY	$229.0 - $255.85 $8.92 Million - $9.97 Million	38,971 Added 13.63%	324,791 $80.2 Million
Q1 2022 May 16, 2022	BUY	$222.0 - $269.69 $9.04 Million - $11 Million	40,723 Added 16.62%	285,820 $70.7 Million
Q4 2021 Feb 11, 2022	BUY	$236.42 - $268.49 $1.2 Million - $1.36 Million	5,058 Added 2.11%	245,097 $65.7 Million
Q3 2021 Nov 10, 2021	BUY	$229.26 - $248.11 $2.01 Million - $2.18 Million	8,780 Added 3.8%	240,039 $57.9 Million
Q2 2021 Aug 04, 2021	SELL	$225.21 - $237.11 $2.46 Million - $2.59 Million	-10,920 Reduced 4.51%	231,259 $53.4 Million
Q1 2021 Apr 30, 2021	BUY	$204.84 - $227.35 $1.63 Million - $1.8 Million	7,934 Added 3.39%	242,179 $54.3 Million
Q4 2020 Jan 29, 2021	BUY	$207.76 - $229.64 $1 Million - $1.11 Million	4,814 Added 2.1%	234,245 $50.3 Million
Q3 2020 Nov 05, 2020	BUY	$183.52 - $224.81 $3.24 Million - $3.97 Million	17,674 Added 8.35%	229,431 $50.2 Million
Q2 2020 Jul 23, 2020	SELL	$158.17 - $202.65 $247,061 - $316,539	-1,562 Reduced 0.73%	211,757 $39.1 Million
Q1 2020 May 05, 2020	SELL	$137.1 - $217.46 $171,237 - $271,607	-1,249 Reduced 0.58%	213,319 $35.3 Million
Q4 2019 Jan 30, 2020	SELL	$188.66 - $212.83 $1.5 Million - $1.7 Million	-7,970 Reduced 3.58%	214,568 $42.4 Million
Q3 2019 Nov 01, 2019	BUY	$206.3 - $221.15 $1.19 Million - $1.28 Million	5,768 Added 2.66%	222,538 $47.8 Million
Q2 2019 Jul 26, 2019	BUY	$188.35 - $207.66 $426,801 - $470,557	2,266 Added 1.06%	216,770 $45 Million
Q1 2019 Apr 24, 2019	BUY	$173.97 - $189.9 $324,975 - $354,733	1,868 Added 0.88%	214,504 $40.7 Million
Q4 2018 Feb 01, 2019	BUY	$162.97 - $189.26 $677,466 - $786,753	4,157 Added 1.99%	212,636 $37.8 Million
Q3 2018 Oct 25, 2018	BUY	$155.41 - $167.29 $3.87 Million - $4.17 Million	24,925 Added 13.58%	208,479 $34.9 Million
Q2 2018 Jul 20, 2018	SELL	$155.94 - $169.48 $235,313 - $255,745	-1,509 Reduced 0.82%	183,554 $28.8 Million
Q1 2018 Apr 18, 2018	SELL	$148.27 - $178.36 $321,004 - $386,149	-2,165 Reduced 1.16%	185,063 $28.9 Million
Q4 2017 Jan 17, 2018	SELL	$156.86 - $174.2 $434,502 - $482,533	-2,770 Reduced 1.46%	187,228 $32.2 Million
Q3 2017 Oct 17, 2017	BUY	$153.35 - $161.53 $29.1 Million - $30.7 Million	189,998	189,998 $29.8 Million

Others Institutions Holding MCD

# of Institutions

3,752

Shares Held

508M

Call Options Held

11M

Put Options Held

11M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $230B
Description
McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as we...

More about MCD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Mcdonalds Corp Transaction History