Planning Alternatives’s McDonald's MCD Stock Holding History

Planning Alternatives’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	$245K	Sell	907 -160	-15%	-$45.9K	0.03%	110
2026 Q1	$332K	Buy	1,067 +282	+36%	+$89.8K	0.04%	78
2025 Q4	$240K	Buy	785 +124	+19%	+$38K	0.03%	83
2025 Q3	$201K	Sell	661 -58	-8%	-$17.7K	0.03%	87
2025 Q2	$210K	Sell	719 -65	-8%	-$20K	0.03%	78
2025 Q1	$245K	Buy	+784	New	+$234K	0.04%	73
2023 Q3	–	Sell	-758	Closed	-$226K	–	48
2023 Q2	$226K	Hold	758	–	–	0.04%	43
2023 Q1	$212K	Buy	+758	New	+$203K	0.04%	44
2019 Q3	–	Sell	-1,407	Closed	-$292K	–	52
2019 Q2	$292K	Buy	+1,407	New	+$279K	0.05%	42
2019 Q1	–	Sell	-1,407	Closed	-$250K	–	51
2018 Q4	$250K	Sell	1,407 -111	-7%	-$19.7K	0.05%	40
2018 Q3	$254K	Sell	1,518 -14	-0.9%	-$2.24K	0.04%	44
2018 Q2	$240K	Buy	+1,532	New	+$248K	0.04%	43
2018 Q1	–	Sell	-1,597	Closed	-$275K	–	49
2017 Q4	$275K	Hold	1,597	–	–	0.05%	43
2017 Q3	$250K	Sell	1,597 -157	-9%	-$24.6K	0.05%	44
2017 Q2	$269K	Hold	1,754	–	–	0.05%	43
2017 Q1	$227K	Sell	1,754 -200	-10%	-$25.1K	0.04%	45
2016 Q4	$238K	Hold	1,954	–	–	0.05%	43
2016 Q3	$225K	Sell	1,954 -54	-3%	-$6.4K	0.05%	41
2016 Q2	$242K	Buy	2,008 +54	+3%	+$6.76K	0.05%	43
2016 Q1	$246K	Hold	1,954	–	–	0.05%	42
2015 Q4	$231K	Buy	+1,954	New	+$218K	0.05%	43

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

Planning Alternatives's MCD Position: Q2 2026 in Review

Planning Alternatives reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $45.9K and leaving 907 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #110.

Planning Alternatives first reported a position in MCD in Q4 2015 and has held it in 21 quarters since. The position peaked at $332K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Planning Alternatives held 907 shares of McDonald's worth $245K as of Q2 2026.
Planning Alternatives sold 160 McDonald's shares in Q2 2026, an estimated $45.9K.
McDonald's made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #110 holding.
Planning Alternatives first reported a position in McDonald's in Q4 2015 and has held it in 21 quarters since.
Planning Alternatives's McDonald's position peaked at $332K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.