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Asset Planning Inc’s McDonald's MCD Stock Holding History

Asset Planning Inc’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
Q1 		$4.05M Buy
13,047
+86
+0.7% +$27.4K 2.88% 8
2025
Q4 		$3.96M Sell
12,961
-34
-0.3% -$10.4K 2.78% 8
2025
Q3 		$3.95M Sell
12,995
-160
-1% -$48.7K 2.86% 8
2025
Q2 		$3.84M Sell
13,155
-9
-0.1% -$2.77K 2.9% 7
2025
Q1 		$4.11M Sell
13,164
-159
-1% -$47.6K 3.23% 7
2024
Q4 		$3.86M Buy
+13,323
New +$3.97M 2.94% 7

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Asset Planning Inc's MCD Position: Q1 2026 in Review

Asset Planning Inc increased its McDonald's (MCD) stake by 0.66% in Q1 2026, buying an estimated $27.4K and bringing the position to 13,047 shares worth $4.05M. The position accounts for 2.88% of the portfolio, ranked #8.

Asset Planning Inc first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.11M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Asset Planning Inc held 13,047 shares of McDonald's worth $4.05M as of Q1 2026.
  • Asset Planning Inc bought 86 McDonald's shares in Q1 2026, an estimated $27.4K.
  • McDonald's made up 2.88% of Asset Planning Inc's portfolio in Q1 2026, its #8 holding.
  • Asset Planning Inc first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's McDonald's position peaked at $4.11M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.