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 Q2	–	Sell	-1,035	Closed	-$322K	–	99
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

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

Financial Plan Inc's MCD Position: Q2 2026 in Review

Financial Plan Inc sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,035 shares — an estimated $322K sold.

Financial Plan Inc first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $322K in Q1 2026. 3,478 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Financial Plan Inc reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Financial Plan Inc sold 1,035 McDonald's shares in Q2 2026, an estimated $322K.
Financial Plan Inc first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
Financial Plan Inc's McDonald's position peaked at $322K in Q1 2026.
3,478 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.