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Financial Planning Hawaii’s McDonald's MCD Stock Holding History

Financial Planning Hawaii’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 		$370K Hold
1,369
– – 0.2% 89
2026
Q1 		$425K Sell
1,369
-160
-10% -$51K 0.25% 85
2025
Q4 		$467K Buy
+1,529
New +$468K 0.27% 86

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
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

Financial Planning Hawaii's MCD Position: Q2 2026 in Review

Financial Planning Hawaii held its McDonald's (MCD) position steady in Q2 2026 at 1,369 shares worth $370K. The position accounts for 0.2% of the portfolio, ranked #89.

Financial Planning Hawaii first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $467K in Q4 2025. 2,180 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Financial Planning Hawaii held 1,369 shares of McDonald's worth $370K as of Q2 2026.
  • Financial Planning Hawaii left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.2% of Financial Planning Hawaii's portfolio in Q2 2026, its #89 holding.
  • Financial Planning Hawaii first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's McDonald's position peaked at $467K in Q4 2025.
  • 2,180 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.