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

Cypress 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
Q3 		$338K Buy
1,462
+40
+3% +$10.5K 0.09% 73
2026
Q2 		$384K Buy
1,422
+115
+9% +$33K 0.09% 72
2026
Q1 		$406K Sell
1,307
-110
-8% -$35K 0.11% 66
2025
Q4 		$433K Buy
+1,417
New +$434K 0.12% 67

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Cypress Financial Planning's MCD Position: Q3 2026 in Review

Cypress Financial Planning increased its McDonald's (MCD) stake by 2.8% in Q3 2026, buying an estimated $10.5K and bringing the position to 1,462 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #73.

Cypress Financial Planning first reported a position in MCD in Q4 2025 and has held it in 4 quarters since. The position peaked at $433K in Q4 2025. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Cypress Financial Planning held 1,462 shares of McDonald's worth $338K as of Q3 2026.
  • Cypress Financial Planning bought 40 McDonald's shares in Q3 2026, an estimated $10.5K.
  • McDonald's made up 0.09% of Cypress Financial Planning's portfolio in Q3 2026, its #73 holding.
  • Cypress Financial Planning first reported a position in McDonald's in Q4 2025 and has held it in 4 quarters since.
  • Cypress Financial Planning's McDonald's position peaked at $433K in Q4 2025.
  • 1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.