New England Professional Planning Group’s McDonald's MCD Stock Holding History

New England Professional Planning Group’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	–	Sell	-694	Closed	-$216K	–	51
2026 Q1	$216K	Sell	694 -100	-13%	-$31.9K	0.09%	45
2025 Q4	$243K	Sell	794 -30	-4%	-$9.19K	0.1%	43
2025 Q3	$250K	Hold	824	–	–	0.11%	37
2025 Q2	$241K	Hold	824	–	–	0.11%	43
2025 Q1	$257K	Hold	824	–	–	0.13%	39
2024 Q4	$239K	Buy	824 +30	+4%	+$8.95K	0.12%	42
2024 Q3	$242K	Hold	794	–	–	0.12%	40
2024 Q2	$202K	Sell	794 -3	-0.4%	-$796	0.11%	47
2024 Q1	$225K	Buy	+797	New	+$232K	0.12%	45
2021 Q2	–	Sell	-998	Closed	-$233K	–	56
2021 Q1	$233K	Buy	998 +62	+7%	+$13.3K	0.14%	45
2020 Q4	$201K	Hold	936	–	–	0.14%	41
2020 Q3	$203K	Buy	+936	New	+$192K	0.16%	32
2020 Q1	–	Sell	-1,018	Closed	-$201K	–	54
2019 Q4	$201K	Buy	+1,018	New	+$202K	0.16%	54
2018 Q3	$219K	Buy	+1,304	New	+$209K	0.25%	38

Other funds holding MCD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

New England Professional Planning Group's MCD Position: Q2 2026 in Review

New England Professional Planning Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 694 shares — an estimated $216K sold.

New England Professional Planning Group first reported a position in MCD in Q3 2018 and held it in 14 quarters. The position peaked at $257K in Q1 2025. 1,944 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

New England Professional Planning Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
New England Professional Planning Group sold 694 McDonald's shares in Q2 2026, an estimated $216K.
New England Professional Planning Group first reported a position in McDonald's in Q3 2018 and held it in 14 quarters.
New England Professional Planning Group's McDonald's position peaked at $257K in Q1 2025.
1,944 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.