LifePlan Financial’s McDonald's MCD Stock Holding History

LifePlan Financial’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	$519K	Sell	1,919 -1,293	-40%	-$371K	0.36%	68
2026 Q1	$998K	Buy	3,212 +337	+12%	+$107K	0.74%	43
2025 Q4	$879K	Sell	2,875 -164	-5%	-$50.2K	0.67%	49
2025 Q3	$924K	Sell	3,039 -1	-0%	-$304	0.73%	46
2025 Q2	$888K	Sell	3,040 -65	-2%	-$20K	0.74%	41
2025 Q1	$970K	Buy	3,105 +209	+7%	+$62.5K	0.85%	38
2024 Q4	$840K	Sell	2,896 -203	-7%	-$60.5K	0.74%	43
2024 Q3	$944K	Sell	3,099 -67	-2%	-$18.5K	0.81%	37
2024 Q2	$807K	Buy	3,166 +1,205	+61%	+$320K	0.74%	41
2024 Q1	$553K	Buy	1,961 +862	+78%	+$251K	0.51%	55
2023 Q4	$326K	Buy	+1,099	New	+$299K	0.33%	74

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifePlan Financial's MCD Position: Q2 2026 in Review

LifePlan Financial reduced its McDonald's (MCD) stake by 40% in Q2 2026, selling an estimated $371K and leaving 1,919 shares worth $519K. The position accounts for 0.36% of the portfolio, ranked #68.

LifePlan Financial first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $998K in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

LifePlan Financial held 1,919 shares of McDonald's worth $519K as of Q2 2026.
LifePlan Financial sold 1,293 McDonald's shares in Q2 2026, an estimated $371K.
McDonald's made up 0.36% of LifePlan Financial's portfolio in Q2 2026, its #68 holding.
LifePlan Financial first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's McDonald's position peaked at $998K in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.