Consolidated Planning Corp
MCD icon

Consolidated Planning Corp’s McDonald's MCD Stock Holding History

Consolidated Planning Corp’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
Q3 		$640K Sell
2,770
-367
-12% -$96.6K 0.09% 102
2026
Q2 		$848K Buy
3,137
+124
+4% +$35.6K 0.11% 87
2026
Q1 		$936K Buy
3,013
+583
+24% +$186K 0.15% 82
2025
Q4 		$743K Buy
2,430
+52
+2% +$15.9K 0.08% 137
2025
Q3 		$723K Buy
2,378
+422
+22% +$128K 0.08% 136
2025
Q2 		$572K Sell
1,956
-434
-18% -$134K 0.07% 137
2025
Q1 		$747K Sell
2,390
-209
-8% -$62.5K 0.1% 125
2024
Q4 		$753K Sell
2,599
-188
-7% -$56.1K 0.1% 113
2024
Q3 		$849K Sell
2,787
-214
-7% -$59K 0.13% 98
2024
Q2 		$765K Sell
3,001
-67
-2% -$17.8K 0.13% 96
2024
Q1 		$865K Sell
3,068
-85
-3% -$24.7K 0.15% 95
2023
Q4 		$935K Sell
3,153
-220
-7% -$59.9K 0.17% 91
2023
Q3 		$889K Sell
3,373
-203
-6% -$57.9K 0.2% 89
2023
Q2 		$1.07M Buy
3,576
+1,672
+88% +$486K 0.22% 89
2023
Q1 		$532K Hold
1,904
– – 0.14% 85
2022
Q4 		$502K Hold
1,904
– – 0.14% 86
2022
Q3 		$439K Hold
1,904
– – 0.14% 80
2022
Q2 		$470K Buy
1,904
+83
+5% +$20.4K 0.15% 81
2022
Q1 		$450K Buy
1,821
+52
+3% +$13K 0.31% 31
2021
Q4 		$474K Hold
1,769
– – 0.31% 33
2021
Q3 		$427K Buy
1,769
+59
+3% +$14.1K 0.28% 33
2021
Q2 		$394K Hold
1,710
– – 0.29% 34
2021
Q1 		$383K Buy
1,710
+203
+13% +$43.4K 0.24% 34
2020
Q4 		$323K Sell
1,507
-31
-2% -$6.74K 0.21% 37
2020
Q3 		$337K Hold
1,538
– – 0.25% 31
2020
Q2 		$283K Buy
1,538
+31
+2% +$5.68K 0.28% 28
2020
Q1 		$249K Hold
1,507
– – 0.31% 31
2019
Q4 		$298K Buy
+1,507
New +$299K 0.29% 29

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Consolidated Planning Corp's MCD Position: Q3 2026 in Review

Consolidated Planning Corp reduced its McDonald's (MCD) stake by 12% in Q3 2026, selling an estimated $96.6K and leaving 2,770 shares worth $640K. The position accounts for 0.09% of the portfolio, ranked #102.

Consolidated Planning Corp first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.07M in Q2 2023. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Consolidated Planning Corp held 2,770 shares of McDonald's worth $640K as of Q3 2026.
  • Consolidated Planning Corp sold 367 McDonald's shares in Q3 2026, an estimated $96.6K.
  • McDonald's made up 0.09% of Consolidated Planning Corp's portfolio in Q3 2026, its #102 holding.
  • Consolidated Planning Corp first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Consolidated Planning Corp's McDonald's position peaked at $1.07M in Q2 2023.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.