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 Q2	$382K	Hold	1,412	–	–	0.06%	93
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Partners in Financial Planning held its McDonald's (MCD) position steady in Q2 2026 at 1,412 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #93.

Partners in Financial Planning first reported a position in MCD in Q2 2021 and has held it in 21 quarters since. The position peaked at $504K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Partners in Financial Planning held 1,412 shares of McDonald's worth $382K as of Q2 2026.
Partners in Financial Planning left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.06% of Partners in Financial Planning's portfolio in Q2 2026, its #93 holding.
Partners in Financial Planning first reported a position in McDonald's in Q2 2021 and has held it in 21 quarters since.
Partners in Financial Planning's McDonald's position peaked at $504K in Q1 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.