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Investment Planning Advisors’s McDonald's MCD Stock Holding History

Investment Planning 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
Q2 		$329K Sell
1,217
-160
-12% -$45.9K 0.08% 91
2026
Q1 		$428K Buy
1,377
+312
+29% +$99.4K 0.12% 69
2025
Q4 		$325K Buy
1,065
+191
+22% +$58.5K 0.09% 73
2025
Q3 		$266K Buy
+874
New +$266K 0.08% 80

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investment Planning Advisors's MCD Position: Q2 2026 in Review

Investment Planning Advisors reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $45.9K and leaving 1,217 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #91.

Investment Planning Advisors first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $428K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Investment Planning Advisors held 1,217 shares of McDonald's worth $329K as of Q2 2026.
  • Investment Planning Advisors sold 160 McDonald's shares in Q2 2026, an estimated $45.9K.
  • McDonald's made up 0.08% of Investment Planning Advisors's portfolio in Q2 2026, its #91 holding.
  • Investment Planning Advisors first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Investment Planning Advisors's McDonald's position peaked at $428K in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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