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Falcon Wealth Planning’s McDonald's MCD Stock Holding History

Falcon Wealth 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 		$560K Sell
2,073
-130
-6% -$37.3K 0.04% 135
2026
Q1 		$684K Buy
2,203
+249
+13% +$79.3K 0.05% 112
2025
Q4 		$597K Buy
1,954
+116
+6% +$35.5K 0.05% 110
2025
Q3 		$559K Buy
1,838
+68
+4% +$20.7K 0.05% 106
2025
Q2 		$517K Sell
1,770
-82
-4% -$25.3K 0.05% 101
2025
Q1 		$579K Buy
1,852
+216
+13% +$64.6K 0.06% 89
2024
Q4 		$474K Sell
1,636
-35
-2% -$10.4K 0.05% 100
2024
Q3 		$509K Buy
1,671
+45
+3% +$12.4K 0.06% 88
2024
Q2 		$414K Buy
1,626
+22
+1% +$5.84K 0.05% 86
2024
Q1 		$452K Buy
1,604
+21
+1% +$6.11K 0.07% 84
2023
Q4 		$469K Buy
+1,583
New +$431K 0.08% 78

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Falcon Wealth Planning's MCD Position: Q2 2026 in Review

Falcon Wealth Planning reduced its McDonald's (MCD) stake by 5.9% in Q2 2026, selling an estimated $37.3K and leaving 2,073 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #135.

Falcon Wealth Planning first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $684K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Falcon Wealth Planning held 2,073 shares of McDonald's worth $560K as of Q2 2026.
  • Falcon Wealth Planning sold 130 McDonald's shares in Q2 2026, an estimated $37.3K.
  • McDonald's made up 0.04% of Falcon Wealth Planning's portfolio in Q2 2026, its #135 holding.
  • Falcon Wealth Planning first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Falcon Wealth Planning's McDonald's position peaked at $684K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.