Financial Plan Inc’s McDonald's MCD Stock Holding History

Financial Plan Inc’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	$322K	Hold	1,035	–	–	0.03%	77
2025 Q4	$316K	Buy	+1,035	New	+$317K	0.04%	74

Other funds holding MCD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Financial Plan Inc's MCD Position: Q1 2026 in Review

Financial Plan Inc held its McDonald's (MCD) position steady in Q1 2026 at 1,035 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #77.

Financial Plan Inc first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. 3,576 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Financial Plan Inc held 1,035 shares of McDonald's worth $322K as of Q1 2026.
Financial Plan Inc left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.03% of Financial Plan Inc's portfolio in Q1 2026, its #77 holding.
Financial Plan Inc first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
3,576 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.