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

OFC 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
Q3 		$374K Hold
1,620
– – 0.32% 45
2026
Q2 		$438K Hold
1,620
– – 0.39% 44
2026
Q1 		$503K Hold
1,620
– – 0.49% 42
2025
Q4 		$495K Hold
1,620
– – 0.47% 43
2025
Q3 		$492K Sell
1,620
-30
-2% -$9.13K 0.49% 43
2025
Q2 		$482K Hold
1,650
– – 0.51% 42
2025
Q1 		$515K Hold
1,650
– – 0.58% 40
2024
Q4 		$478K Buy
+1,650
New +$492K 0.5% 43

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

OFC Financial Planning's MCD Position: Q3 2026 in Review

OFC Financial Planning held its McDonald's (MCD) position steady in Q3 2026 at 1,620 shares worth $374K. The position accounts for 0.32% of the portfolio, ranked #45.

OFC Financial Planning first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $515K in Q1 2025. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • OFC Financial Planning held 1,620 shares of McDonald's worth $374K as of Q3 2026.
  • OFC Financial Planning left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.32% of OFC Financial Planning's portfolio in Q3 2026, its #45 holding.
  • OFC Financial Planning first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • OFC Financial Planning's McDonald's position peaked at $515K in Q1 2025.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.