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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Consolidated Planning Corp's MCD Position: Q1 2026 in Review

Consolidated Planning Corp increased its McDonald's (MCD) stake by 24% in Q1 2026, buying an estimated $186K and bringing the position to 3,013 shares worth $936K. The position accounts for 0.15% of the portfolio, ranked #82.

Consolidated Planning Corp first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.07M in Q2 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Consolidated Planning Corp held 3,013 shares of McDonald's worth $936K as of Q1 2026.
  • Consolidated Planning Corp bought 583 McDonald's shares in Q1 2026, an estimated $186K.
  • McDonald's made up 0.15% of Consolidated Planning Corp's portfolio in Q1 2026, its #82 holding.
  • Consolidated Planning Corp first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Consolidated Planning Corp's McDonald's position peaked at $1.07M in Q2 2023.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.