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Capital & Planning LLC’s McDonald's MCD Stock Holding History

Capital & 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
Q2 		$5.92M Buy
21,910
+1,724
+9% +$494K 3.06% 11
2026
Q1 		$6.27M Buy
+20,186
New +$6.43M 3.81% 9
2025
Q4 		– Sell
-20,170
Closed -$6.13M – 24
2025
Q3 		$6.13M Buy
20,170
+782
+4% +$238K 3.79% 8
2025
Q2 		$5.66M Buy
19,388
+464
+2% +$143K 3.85% 7
2025
Q1 		$5.91M Buy
18,924
+588
+3% +$176K 4.39% 7
2024
Q4 		$5.32M Buy
+18,336
New +$5.47M 3.89% 8

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's MCD Position: Q2 2026 in Review

Capital & Planning LLC increased its McDonald's (MCD) stake by 8.5% in Q2 2026, buying an estimated $494K and bringing the position to 21,910 shares worth $5.92M. The position accounts for 3.06% of the portfolio, ranked #11.

Capital & Planning LLC first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.27M in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capital & Planning LLC held 21,910 shares of McDonald's worth $5.92M as of Q2 2026.
  • Capital & Planning LLC bought 1,724 McDonald's shares in Q2 2026, an estimated $494K.
  • McDonald's made up 3.06% of Capital & Planning LLC's portfolio in Q2 2026, its #11 holding.
  • Capital & Planning LLC first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Capital & Planning LLC's McDonald's position peaked at $6.27M in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.