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Center for Financial Planning’s McDonald's MCD Stock Holding History

Center for 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 		$1.43M Hold
5,300
– – 0.13% 57
2026
Q1 		$1.65M Sell
5,300
-77
-1% -$24.5K 0.17% 50
2025
Q4 		$1.64M Buy
5,377
+107
+2% +$32.8K 0.17% 50
2025
Q3 		$1.6M Buy
5,270
+302
+6% +$91.9K 0.17% 50
2025
Q2 		$1.45M Sell
4,968
-124
-2% -$38.2K 0.17% 51
2025
Q1 		$1.59M Sell
5,092
-72
-1% -$21.5K 0.2% 46
2024
Q4 		$1.5M Sell
5,164
-57
-1% -$17K 0.2% 45
2024
Q3 		$1.59M Buy
5,221
+1,941
+59% +$535K 0.22% 43
2024
Q2 		$836K Hold
3,280
– – 0.12% 61
2024
Q1 		$925K Buy
3,280
+83
+3% +$24.1K 0.14% 58
2023
Q4 		$948K Hold
3,197
– – 0.17% 54
2023
Q3 		$842K Buy
3,197
+47
+1% +$13.4K 0.18% 53
2023
Q2 		$940K Sell
3,150
-179
-5% -$52K 0.2% 50
2023
Q1 		$931K Sell
3,329
-76
-2% -$20.4K 0.21% 51
2022
Q4 		$897K Sell
3,405
-142
-4% -$37.5K 0.22% 51
2022
Q3 		$818K Buy
3,547
+39
+1% +$9.97K 0.22% 56
2022
Q2 		$866K Sell
3,508
-2
-0.1% -$493 0.22% 55
2022
Q1 		$868K Sell
3,510
-226
-6% -$56.3K 0.18% 64
2021
Q4 		$1M Buy
3,736
+71
+2% +$17.9K 0.21% 55
2021
Q3 		$884K Sell
3,665
-327
-8% -$78.1K 0.22% 53
2021
Q2 		$922K Sell
3,992
-194
-5% -$45.1K 0.23% 53
2021
Q1 		$938K Buy
4,186
+140
+3% +$29.9K 0.24% 50
2020
Q4 		$868K Hold
4,046
– – 0.25% 45
2020
Q3 		$888K Sell
4,046
-159
-4% -$32.6K 0.29% 41
2020
Q2 		$776K Sell
4,205
-2,145
-34% -$393K 0.27% 43
2020
Q1 		$1.05M Buy
6,350
+2,214
+54% +$436K 0.36% 29
2019
Q4 		$817K Buy
+4,136
New +$820K 0.2% 48

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Center for Financial Planning's MCD Position: Q2 2026 in Review

Center for Financial Planning held its McDonald's (MCD) position steady in Q2 2026 at 5,300 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #57.

Center for Financial Planning first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.65M in Q1 2026. 1,154 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Center for Financial Planning held 5,300 shares of McDonald's worth $1.43M as of Q2 2026.
  • Center for Financial Planning left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.13% of Center for Financial Planning's portfolio in Q2 2026, its #57 holding.
  • Center for Financial Planning first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's McDonald's position peaked at $1.65M in Q1 2026.
  • 1,154 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.