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PDS Planning’s McDonald's MCD Stock Holding History

PDS 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 		$1.54M Buy
4,963
+472
+11% +$150K 0.1% 95
2025
Q4 		$1.37M Sell
4,491
-24
-0.5% -$7.35K 0.09% 103
2025
Q3 		$1.37M Buy
4,515
+286
+7% +$87K 0.09% 98
2025
Q2 		$1.24M Buy
4,229
+128
+3% +$39.5K 0.09% 101
2025
Q1 		$1.28M Buy
4,101
+426
+12% +$127K 0.11% 87
2024
Q4 		$1.07M Buy
3,675
+13
+0.4% +$3.88K 0.09% 93
2024
Q3 		$1.12M Buy
3,662
+268
+8% +$73.9K 0.1% 91
2024
Q2 		$865K Buy
3,394
+131
+4% +$34.8K 0.09% 99
2024
Q1 		$920K Buy
3,263
+16
+0.5% +$4.65K 0.1% 89
2023
Q4 		$963K Sell
3,247
-55
-2% -$15K 0.11% 80
2023
Q3 		$870K Sell
3,302
-103
-3% -$29.4K 0.11% 82
2023
Q2 		$1.02M Buy
3,405
+266
+8% +$77.3K 0.13% 76
2023
Q1 		$878K Buy
3,139
+716
+30% +$192K 0.12% 76
2022
Q4 		$638K Buy
2,423
+44
+2% +$11.6K 0.1% 82
2022
Q3 		$549K Buy
2,379
+21
+0.9% +$5.37K 0.1% 82
2022
Q2 		$582K Buy
2,358
+177
+8% +$43.6K 0.11% 84
2022
Q1 		$539K Buy
2,181
+39
+2% +$9.71K 0.09% 89
2021
Q4 		$574K Buy
2,142
+75
+4% +$18.9K 0.11% 82
2021
Q3 		$498K Buy
2,067
+46
+2% +$11K 0.11% 89
2021
Q2 		$467K Buy
2,021
+347
+21% +$80.7K 0.11% 91
2021
Q1 		$375K Buy
1,674
+94
+6% +$20.1K 0.11% 97
2020
Q4 		$339K Buy
1,580
+262
+20% +$57K 0.12% 96
2020
Q3 		$289K Sell
1,318
-68
-5% -$14K 0.12% 97
2020
Q2 		$256K Buy
+1,386
New +$254K 0.12% 102
2019
Q4 		– Sell
-932
Closed -$200K – 107
2019
Q3 		$200K Buy
+932
New +$200K 0.14% 89

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

PDS Planning's MCD Position: Q1 2026 in Review

PDS Planning increased its McDonald's (MCD) stake by 11% in Q1 2026, buying an estimated $150K and bringing the position to 4,963 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #95.

PDS Planning first reported a position in MCD in Q3 2019 and has held it in 25 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • PDS Planning held 4,963 shares of McDonald's worth $1.54M as of Q1 2026.
  • PDS Planning bought 472 McDonald's shares in Q1 2026, an estimated $150K.
  • McDonald's made up 0.1% of PDS Planning's portfolio in Q1 2026, its #95 holding.
  • PDS Planning first reported a position in McDonald's in Q3 2019 and has held it in 25 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.