Comprehensive Financial Planning’s McDonald's MCD Stock Holding History

Comprehensive 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	$19.2K	Buy	71 +1	+1%	+$287	0.01%	246
2026 Q1	$21.9K	Hold	70	–	–	0.02%	212
2025 Q4	$21.4K	Hold	70	–	–	0.01%	209
2025 Q3	$21.2K	Buy	70 +1	+1%	+$304	0.01%	208
2025 Q2	$20.2K	Sell	69 -25	-27%	-$7.71K	0.02%	196
2025 Q1	$29.6K	Hold	94	–	–	0.03%	162
2024 Q4	$27.3K	Buy	+94	New	+$28K	0.02%	188

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

Comprehensive Financial Planning's MCD Position: Q2 2026 in Review

Comprehensive Financial Planning increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $287 and bringing the position to 71 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #246.

Comprehensive Financial Planning first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.6K in Q1 2025. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Comprehensive Financial Planning held 71 shares of McDonald's worth $19.2K as of Q2 2026.
Comprehensive Financial Planning bought 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #246 holding.
Comprehensive Financial Planning first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's McDonald's position peaked at $29.6K in Q1 2025.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.