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Holistic Planning’s McDonald's MCD Stock Holding History

Holistic Planning’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 		$724K Sell
2,330
-82
-3% -$26.1K 0.14% 133
2025
Q4 		$737K Buy
2,412
+268
+13% +$82.1K 0.16% 120
2025
Q3 		$652K Buy
2,144
+27
+1% +$8.22K 0.17% 103
2025
Q2 		$619K Buy
2,117
+288
+16% +$88.8K 0.18% 102
2025
Q1 		$571K Sell
1,829
-200
-10% -$59.8K 0.19% 92
2024
Q4 		$588K Sell
2,029
-72
-3% -$21.5K 0.21% 86
2024
Q3 		$640K Buy
2,101
+122
+6% +$33.6K 0.27% 73
2024
Q2 		$558K Hold
1,979
– – 0.43% 60
2024
Q1 		$558K Sell
1,979
-3
-0.2% -$872 0.43% 61
2023
Q4 		$588K Buy
+1,982
New +$539K 0.5% 55

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

Holistic Planning's MCD Position: Q1 2026 in Review

Holistic Planning reduced its McDonald's (MCD) stake by 3.4% in Q1 2026, selling an estimated $26.1K and leaving 2,330 shares worth $724K. The position accounts for 0.14% of the portfolio, ranked #133.

Holistic Planning first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $737K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Holistic Planning held 2,330 shares of McDonald's worth $724K as of Q1 2026.
  • Holistic Planning sold 82 McDonald's shares in Q1 2026, an estimated $26.1K.
  • McDonald's made up 0.14% of Holistic Planning's portfolio in Q1 2026, its #133 holding.
  • Holistic Planning first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's McDonald's position peaked at $737K in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.