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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
Q2 		$639K Buy
2,363
+33
+1% +$9.46K 0.1% 177
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Holistic Planning's MCD Position: Q2 2026 in Review

Holistic Planning increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $9.46K and bringing the position to 2,363 shares worth $639K. The position accounts for 0.1% of the portfolio, ranked #177.

Holistic Planning first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $737K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Holistic Planning held 2,363 shares of McDonald's worth $639K as of Q2 2026.
  • Holistic Planning bought 33 McDonald's shares in Q2 2026, an estimated $9.46K.
  • McDonald's made up 0.1% of Holistic Planning's portfolio in Q2 2026, its #177 holding.
  • Holistic Planning first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's McDonald's position peaked at $737K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.