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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital & Planning LLC's MCD Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in McDonald's (MCD) in Q1 2026: 20,186 shares worth $6.27M. The stake represents 3.81% of the portfolio and ranks #9 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in MCD as recently as Q3 2025.

Capital & Planning LLC first reported a position in MCD in Q4 2024 and has held it in 5 quarters since. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Capital & Planning LLC held 20,186 shares of McDonald's worth $6.27M as of Q1 2026.
  • McDonald's was a new Capital & Planning LLC position in Q1 2026.
  • McDonald's made up 3.81% of Capital & Planning LLC's portfolio in Q1 2026, its #9 holding.
  • Capital & Planning LLC first reported a position in McDonald's in Q4 2024 and has held it in 5 quarters since.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.