Estate Planners Group’s McDonald's MCD Stock Holding History

Estate Planners Group’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	–	Sell	-199	Closed	-$60.7K	–	278
2025 Q4	$60.7K	Buy	+199	New	+$61K	0.03%	130

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Estate Planners Group's MCD Position: Q1 2026 in Review

Estate Planners Group sold out of McDonald's (MCD) in Q1 2026, closing a stake of 199 shares — an estimated $60.7K sold.

Estate Planners Group first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $60.7K in Q4 2025. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Estate Planners Group reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 199 McDonald's shares in Q1 2026, an estimated $60.7K.
Estate Planners Group first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
Estate Planners Group's McDonald's position peaked at $60.7K in Q4 2025.
3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.