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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

OFC Financial Planning held its McDonald's (MCD) position steady in Q2 2026 at 1,620 shares worth $438K. The position accounts for 0.39% of the portfolio, ranked #44.

OFC Financial Planning first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • OFC Financial Planning held 1,620 shares of McDonald's worth $438K as of Q2 2026.
  • OFC Financial Planning left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.39% of OFC Financial Planning's portfolio in Q2 2026, its #44 holding.
  • OFC Financial Planning first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's McDonald's position peaked at $515K in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.