Meredith Wealth Planning’s McDonald's MCD Stock Holding History

Meredith Wealth 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	$314K	Buy	1,160 +1	+0.1%	+$287	0.07%	62
2026 Q1	$360K	Sell	1,159 -2	-0.2%	-$637	0.1%	55
2025 Q4	$355K	Sell	1,161 -14	-1%	-$4.29K	0.11%	51
2025 Q3	$357K	Buy	1,175 +19	+2%	+$5.78K	0.11%	50
2025 Q2	$338K	Buy	1,156 +1	+0.1%	+$308	0.12%	47
2025 Q1	$361K	Sell	1,155 -42	-4%	-$12.6K	0.16%	38
2024 Q4	$347K	Buy	1,197 +45	+4%	+$13.4K	0.15%	39
2024 Q3	$351K	Buy	1,152 +1	+0.1%	+$276	0.17%	36
2024 Q2	$293K	Sell	1,151 -6	-0.5%	-$1.59K	0.15%	38
2024 Q1	$326K	Buy	1,157 +1	+0.1%	+$291	0.18%	33
2023 Q4	$343K	Sell	1,156 -321	-22%	-$87.4K	0.21%	34
2023 Q3	$389K	Buy	1,477 +46	+3%	+$13.1K	0.29%	30
2023 Q2	$457K	Buy	+1,431	New	+$416K	0.37%	24

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

Meredith Wealth Planning's MCD Position: Q2 2026 in Review

Meredith Wealth Planning increased its McDonald's (MCD) stake by 0.09% in Q2 2026, buying an estimated $287 and bringing the position to 1,160 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #62.

Meredith Wealth Planning first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $457K in Q2 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Meredith Wealth Planning held 1,160 shares of McDonald's worth $314K as of Q2 2026.
Meredith Wealth Planning bought 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.07% of Meredith Wealth Planning's portfolio in Q2 2026, its #62 holding.
Meredith Wealth Planning first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
Meredith Wealth Planning's McDonald's position peaked at $457K in Q2 2023.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.