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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Cypress Financial Planning increased its McDonald's (MCD) stake by 8.8% in Q2 2026, buying an estimated $33K and bringing the position to 1,422 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #72.

Cypress Financial Planning first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $433K in Q4 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cypress Financial Planning held 1,422 shares of McDonald's worth $384K as of Q2 2026.
  • Cypress Financial Planning bought 115 McDonald's shares in Q2 2026, an estimated $33K.
  • McDonald's made up 0.09% of Cypress Financial Planning's portfolio in Q2 2026, its #72 holding.
  • Cypress Financial Planning first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Cypress Financial Planning's McDonald's position peaked at $433K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.