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 Q2	$3.46M	Sell	12,799 -248	-2%	-$71.1K	2.24%	9
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Asset Planning Inc's MCD Position: Q2 2026 in Review

Asset Planning Inc reduced its McDonald's (MCD) stake by 1.9% in Q2 2026, selling an estimated $71.1K and leaving 12,799 shares worth $3.46M. The position accounts for 2.24% of the portfolio, ranked #9.

Asset Planning Inc first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.11M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Asset Planning Inc held 12,799 shares of McDonald's worth $3.46M as of Q2 2026.
Asset Planning Inc sold 248 McDonald's shares in Q2 2026, an estimated $71.1K.
McDonald's made up 2.24% of Asset Planning Inc's portfolio in Q2 2026, its #9 holding.
Asset Planning Inc first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's McDonald's position peaked at $4.11M in Q1 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.