Superior Planning, LLC’s McDonald's MCD Stock Holding History

Superior Planning, LLC’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$53K	Buy	+229	New	+$60.3K	0.02%	369

Other funds holding MCD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's MCD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in McDonald's (MCD) in Q3 2026: 229 shares worth $53K. The stake represents 0.02% of the portfolio and ranks #369 among its holdings.

2,546 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Superior Planning, LLC held 229 shares of McDonald's worth $53K as of Q3 2026.
McDonald's was a new Superior Planning, LLC position in Q3 2026.
McDonald's made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #369 holding.
2,546 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.