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

Kerr Financial 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 		$47.8K Sell
177
-10
-5% -$2.87K 0.05% 186
2026
Q1 		$54.7K Buy
187
+2
+1% +$637 0.04% 170
2025
Q4 		$60.1K Sell
185
-1
-0.5% -$306 0.08% 162
2025
Q3 		$56.8K Buy
+186
New +$56.6K 0.08% 152

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

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

Kerr Financial Planning reduced its McDonald's (MCD) stake by 5.3% in Q2 2026, selling an estimated $2.87K and leaving 177 shares worth $47.8K. The position accounts for 0.05% of the portfolio, ranked #186.

Kerr Financial Planning first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $60.1K in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kerr Financial Planning held 177 shares of McDonald's worth $47.8K as of Q2 2026.
  • Kerr Financial Planning sold 10 McDonald's shares in Q2 2026, an estimated $2.87K.
  • McDonald's made up 0.05% of Kerr Financial Planning's portfolio in Q2 2026, its #186 holding.
  • Kerr Financial Planning first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's McDonald's position peaked at $60.1K in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.