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Action Point Financial Planning’s McDonald's MCD Stock Holding History

Action Point Financial Planning’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
Q2 		$122K Buy
+460
New +$132K 0.01% 545

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Action Point Financial Planning's MCD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in McDonald's (MCD) in Q2 2026: 460 shares worth $122K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings.

3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Action Point Financial Planning held 460 shares of McDonald's worth $122K as of Q2 2026.
  • McDonald's was a new Action Point Financial Planning position in Q2 2026.
  • McDonald's made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #545 holding.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.