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Game Plan Financial Advisors’s McDonald's MCD Stock Holding History

Game Plan Financial Advisors’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 		$109K Hold
350
– – 0.05% 101
2025
Q4 		$107K Hold
350
– – 0.04% 106
2025
Q3 		$106K Hold
350
– – 0.04% 110
2025
Q2 		$102K Hold
350
– – 0.04% 112
2025
Q1 		$109K Hold
350
– – 0.05% 107
2024
Q4 		$101K Hold
350
– – 0.05% 114
2024
Q3 		$107K Hold
350
– – 0.05% 111
2024
Q2 		$89.2K Sell
350
-250
-42% -$66.3K 0.04% 125
2024
Q1 		$169K Sell
600
-1,113
-65% -$324K 0.09% 98
2023
Q4 		$508K Buy
+1,713
New +$466K 0.29% 71
2022
Q4 		$458K Sell
1,739
-520
-23% -$137K 0.38% 57
2022
Q3 		$521K Sell
2,259
-40
-2% -$10.2K 0.44% 52
2022
Q2 		$565K Buy
2,299
+45
+2% +$11.1K 0.45% 54
2022
Q1 		$557K Buy
2,254
+456
+25% +$114K 0.33% 57
2021
Q4 		$482K Buy
1,798
+180
+11% +$45.4K 0.26% 67
2021
Q3 		$390K Buy
1,618
+85
+6% +$20.3K 0.23% 72
2021
Q2 		$354K Sell
1,533
-165
-10% -$38.4K 0.21% 74
2021
Q1 		$381K Sell
1,698
-35
-2% -$7.49K 0.25% 72
2020
Q4 		$372K Buy
+1,733
New +$377K 0.26% 66

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Game Plan Financial Advisors's MCD Position: Q1 2026 in Review

Game Plan Financial Advisors held its McDonald's (MCD) position steady in Q1 2026 at 350 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #101.

Game Plan Financial Advisors first reported a position in MCD in Q4 2020 and has held it in 19 quarters since. The position peaked at $565K in Q2 2022. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Game Plan Financial Advisors held 350 shares of McDonald's worth $109K as of Q1 2026.
  • Game Plan Financial Advisors left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.05% of Game Plan Financial Advisors's portfolio in Q1 2026, its #101 holding.
  • Game Plan Financial Advisors first reported a position in McDonald's in Q4 2020 and has held it in 19 quarters since.
  • Game Plan Financial Advisors's McDonald's position peaked at $565K in Q2 2022.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.