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

Keystone 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	$1.63M	Sell	6,046 -2,422	-29%	-$694K	0.42%	25
2026 Q1	$2.63M	Hold	8,468	–	–	0.7%	22
2025 Q4	$2.59M	Sell	8,468 -92	-1%	-$28.2K	0.75%	21
2025 Q3	$2.6M	Hold	8,560	–	–	0.76%	22
2025 Q2	$2.5M	Hold	8,560	–	–	0.76%	25
2025 Q1	$2.67M	Hold	8,560	–	–	0.8%	24
2024 Q4	$2.48M	Hold	8,560	–	–	0.77%	26
2024 Q3	$2.61M	Hold	8,560	–	–	0.79%	25
2024 Q2	$2.18M	Sell	8,560 -53	-0.6%	-$14.1K	0.72%	28
2024 Q1	$2.43M	Sell	8,613 -800	-8%	-$233K	0.79%	28
2023 Q4	$2.79M	Buy	9,413 +114	+1%	+$31K	0.92%	27
2023 Q3	$2.45M	Sell	9,299 -41	-0.4%	-$11.7K	0.86%	27
2023 Q2	$2.79M	Sell	9,340 -20	-0.2%	-$5.81K	0.93%	26
2023 Q1	$2.62M	Sell	9,360 -431	-4%	-$115K	0.89%	28
2022 Q4	$2.58M	Sell	9,791 -78	-0.8%	-$20.6K	0.87%	30
2022 Q3	$2.28M	Buy	9,869 +187	+2%	+$47.8K	0.88%	30
2022 Q2	$2.39M	Sell	9,682 -225	-2%	-$55.4K	0.84%	33
2022 Q1	$2.45M	Sell	9,907 -143	-1%	-$35.6K	0.82%	33
2021 Q4	$2.69M	Sell	10,050 -187	-2%	-$47.2K	0.92%	31
2021 Q3	$2.47M	Hold	10,237	–	–	0.9%	29
2021 Q2	$2.37M	Sell	10,237 -257	-2%	-$59.8K	0.86%	26
2021 Q1	$2.35M	Sell	10,494 -4	-0%	-$855	0.88%	26
2020 Q4	$2.25M	Sell	10,498 -9	-0.1%	-$1.96K	0.93%	25
2020 Q3	$2.31M	Sell	10,507 -270	-3%	-$55.4K	1.11%	25
2020 Q2	$1.99M	Hold	10,777	–	–	0.98%	31
2020 Q1	$1.78M	Sell	10,777 -34	-0.3%	-$6.7K	1.02%	31
2019 Q4	$2.14M	Hold	10,811	–	–	0.95%	38
2019 Q3	$2.32M	Sell	10,811 -783	-7%	-$168K	1.11%	35
2019 Q2	$2.41M	Sell	11,594 -502	-4%	-$99.4K	1.18%	33
2019 Q1	$2.3M	Hold	12,096	–	–	1.13%	32
2018 Q4	$2.15M	Hold	12,096	–	–	1.2%	31
2018 Q3	$2.02M	Hold	12,096	–	–	1.03%	34
2018 Q2	$1.9M	Sell	12,096 -159	-1%	-$25.8K	1.04%	33
2018 Q1	$1.92M	Sell	12,255 -40	-0.3%	-$6.58K	1.07%	34
2017 Q4	$2.12M	Hold	12,295	–	–	1.13%	33
2017 Q3	$1.93M	Hold	12,295	–	–	1.09%	32
2017 Q2	$1.88M	Buy	12,295 +7	+0.1%	+$1.01K	1.14%	33
2017 Q1	$1.59M	Hold	12,288	–	–	0.99%	33
2016 Q4	$1.5M	Hold	12,288	–	–	0.98%	32
2016 Q3	$1.42M	Sell	12,288 -23	-0.2%	-$2.73K	0.93%	34
2016 Q2	$1.48M	Sell	12,311 -17	-0.1%	-$2.13K	1%	31
2016 Q1	$1.55M	Sell	12,328 -33,383	-73%	-$3.99M	1.11%	32
2015 Q4	$5.4M	Sell	45,711 -1,403	-3%	-$157K	4.09%	4
2015 Q3	$4.64M	Sell	47,114 -1,508	-3%	-$147K	3.75%	6
2015 Q2	$4.62M	Sell	48,622 -238	-0.5%	-$23K	3.54%	11
2015 Q1	$4.76M	Buy	48,860 +834	+2%	+$79.1K	3.62%	10
2014 Q4	$4.5M	Buy	48,026 +489	+1%	+$45.8K	3.32%	14
2014 Q3	$4.51M	Buy	47,537 +1,458	+3%	+$139K	3.4%	15
2014 Q2	$4.64M	Buy	46,079 +574	+1%	+$57.9K	3.5%	13
2014 Q1	$4.46M	Buy	45,505 +4,746	+12%	+$454K	3.45%	12
2013 Q4	$3.96M	Buy	+40,759	New	+$3.92M	3.16%	16

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Keystone Financial Planning reduced its McDonald's (MCD) stake by 29% in Q2 2026, selling an estimated $694K and leaving 6,046 shares worth $1.63M. The position accounts for 0.42% of the portfolio, ranked #25.

Keystone Financial Planning first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.4M in Q4 2015. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Keystone Financial Planning held 6,046 shares of McDonald's worth $1.63M as of Q2 2026.
Keystone Financial Planning sold 2,422 McDonald's shares in Q2 2026, an estimated $694K.
McDonald's made up 0.42% of Keystone Financial Planning's portfolio in Q2 2026, its #25 holding.
Keystone Financial Planning first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
Keystone Financial Planning's McDonald's position peaked at $5.4M in Q4 2015.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.