Planned Solutions’s McDonald's MCD Stock Holding History

Planned Solutions’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	$540K	Sell	1,996 -420	-17%	-$120K	0.15%	73
2026 Q1	$751K	Sell	2,416 -184	-7%	-$58.6K	0.25%	47
2025 Q4	$795K	Buy	2,600 +585	+29%	+$179K	0.25%	45
2025 Q3	$612K	Hold	2,015	–	–	0.21%	56
2025 Q2	$589K	Hold	2,015	–	–	0.22%	55
2025 Q1	$629K	Hold	2,015	–	–	0.25%	48
2024 Q4	$584K	Hold	2,015	–	–	0.24%	49
2024 Q3	$614K	Hold	2,015	–	–	0.25%	44
2024 Q2	$514K	Hold	2,015	–	–	0.25%	44
2024 Q1	$568K	Hold	2,015	–	–	0.28%	44
2023 Q4	$597K	Sell	2,015 -600	-23%	-$163K	0.28%	40
2023 Q3	$689K	Sell	2,615 -310	-11%	-$88.4K	0.41%	29
2023 Q2	$873K	Hold	2,925	–	–	0.52%	25
2023 Q1	$818K	Hold	2,925	–	–	0.52%	26
2022 Q4	$771K	Hold	2,925	–	–	0.56%	26
2022 Q3	$675K	Sell	2,925 -38	-1%	-$9.71K	0.56%	25
2022 Q2	$732K	Hold	2,963	–	–	0.68%	23
2022 Q1	$733K	Hold	2,963	–	–	0.51%	25
2021 Q4	$794K	Buy	+2,963	New	+$748K	0.53%	25
2021 Q2	$684K	Sell	2,963 -16	-0.5%	-$3.72K	0.47%	25
2021 Q1	$668K	Hold	2,979	–	–	0.52%	22
2020 Q4	$639K	Sell	2,979 -750	-20%	-$163K	0.51%	20
2020 Q3	$818K	Buy	+3,729	New	+$766K	0.8%	14

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 $3.37T AUM 44.26% 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

Planned Solutions's MCD Position: Q2 2026 in Review

Planned Solutions reduced its McDonald's (MCD) stake by 17% in Q2 2026, selling an estimated $120K and leaving 1,996 shares worth $540K. The position accounts for 0.15% of the portfolio, ranked #73.

Planned Solutions first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. The position peaked at $873K in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Planned Solutions held 1,996 shares of McDonald's worth $540K as of Q2 2026.
Planned Solutions sold 420 McDonald's shares in Q2 2026, an estimated $120K.
McDonald's made up 0.15% of Planned Solutions's portfolio in Q2 2026, its #73 holding.
Planned Solutions first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
Planned Solutions's McDonald's position peaked at $873K in Q2 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.