Financial Life Planners’s McDonald's MCD Stock Holding History

Financial Life Planners’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	$44.5K	Buy	165 +1	+0.6%	+$287	0.03%	128
2026 Q1	$50.8K	Buy	+164	New	+$52.2K	0.04%	117
2025 Q4	–	Sell	-162	Closed	-$49.1K	–	210
2025 Q3	$49.1K	Buy	+162	New	+$49.3K	0.03%	127
2025 Q1	–	Sell	-169	Closed	-$48.9K	–	252
2024 Q4	$48.9K	Buy	+169	New	+$50.4K	0.04%	121

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Life Planners's MCD Position: Q2 2026 in Review

Financial Life Planners increased its McDonald's (MCD) stake by 0.61% in Q2 2026, buying an estimated $287 and bringing the position to 165 shares worth $44.5K. The position accounts for 0.03% of the portfolio, ranked #128.

Financial Life Planners first reported a position in MCD in Q4 2024 and has held it in 4 quarters since. The position peaked at $50.8K in Q1 2026. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Financial Life Planners held 165 shares of McDonald's worth $44.5K as of Q2 2026.
Financial Life Planners bought 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #128 holding.
Financial Life Planners first reported a position in McDonald's in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's McDonald's position peaked at $50.8K in Q1 2026.
1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.