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Partners in Financial Planning’s McDonald's MCD Stock Holding History

Partners in 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
Q1 		$439K Sell
1,412
-200
-12% -$63.7K 0.07% 80
2025
Q4 		$493K Hold
1,612
– – 0.08% 74
2025
Q3 		$490K Hold
1,612
– – 0.08% 72
2025
Q2 		$471K Hold
1,612
– – 0.09% 70
2025
Q1 		$504K Hold
1,612
– – 0.1% 66
2024
Q4 		$467K Hold
1,612
– – 0.1% 69
2024
Q3 		$491K Buy
1,612
+25
+2% +$6.89K 0.1% 67
2024
Q2 		$405K Hold
1,587
– – 0.09% 72
2024
Q1 		$448K Sell
1,587
-25
-2% -$7.27K 0.1% 67
2023
Q4 		$478K Buy
1,612
+25
+2% +$6.8K 0.11% 64
2023
Q3 		$418K Buy
1,587
+465
+41% +$133K 0.11% 65
2023
Q2 		$335K Hold
1,122
– – 0.09% 71
2023
Q1 		$314K Hold
1,122
– – 0.08% 73
2022
Q4 		$297K Hold
1,122
– – 0.08% 75
2022
Q3 		$307K Sell
1,122
-7
-0.6% -$1.79K 0.09% 72
2022
Q2 		$293K Hold
1,129
– – 0.09% 80
2022
Q1 		$282K Hold
1,129
– – 0.09% 74
2021
Q4 		$288K Hold
1,129
– – 0.09% 76
2021
Q3 		$272K Buy
1,129
+7
+0.6% +$1.67K 0.08% 76
2021
Q2 		$259K Buy
+1,122
New +$261K 0.08% 78

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Partners in Financial Planning's MCD Position: Q1 2026 in Review

Partners in Financial Planning reduced its McDonald's (MCD) stake by 12% in Q1 2026, selling an estimated $63.7K and leaving 1,412 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #80.

Partners in Financial Planning first reported a position in MCD in Q2 2021 and has held it in 20 quarters since. The position peaked at $504K in Q1 2025. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Partners in Financial Planning held 1,412 shares of McDonald's worth $439K as of Q1 2026.
  • Partners in Financial Planning sold 200 McDonald's shares in Q1 2026, an estimated $63.7K.
  • McDonald's made up 0.07% of Partners in Financial Planning's portfolio in Q1 2026, its #80 holding.
  • Partners in Financial Planning first reported a position in McDonald's in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's McDonald's position peaked at $504K in Q1 2025.
  • 3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.