Plante Moran Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $345K | Sell |
1,275
-185
| -13% | -$53K | 0.02% | 119 |
|
|
2026
Q1 | $454K | Sell |
1,460
-2,665
| -65% | -$849K | 0.03% | 95 |
|
|
2025
Q4 | $1.26M | Buy |
4,125
+7
| +0.2% | +$2.14K | 0.08% | 38 |
|
|
2025
Q3 | $1.25M | Sell |
4,118
-324
| -7% | -$98.6K | 0.08% | 36 |
|
|
2025
Q2 | $1.3M | Buy |
4,442
+874
| +24% | +$269K | 0.09% | 39 |
|
|
2025
Q1 | $1.11M | Sell |
3,568
-6,398
| -64% | -$1.91M | 0.1% | 37 |
|
|
2024
Q4 | $2.89M | Buy |
9,966
+1,275
| +15% | +$380K | 0.24% | 21 |
|
|
2024
Q3 | $2.65M | Sell |
8,691
-939
| -10% | -$259K | 0.23% | 24 |
|
|
2024
Q2 | $2.45M | Buy |
9,630
+88
| +0.9% | +$23.3K | 0.25% | 24 |
|
|
2024
Q1 | $2.69M | Sell |
9,542
-403
| -4% | -$117K | 0.29% | 21 |
|
|
2023
Q4 | $2.95M | Buy |
9,945
+209
| +2% | +$56.9K | 0.31% | 22 |
|
|
2023
Q3 | $2.56M | Sell |
9,736
-273
| -3% | -$77.9K | 0.31% | 23 |
|
|
2023
Q2 | $2.99M | Buy |
10,009
+267
| +3% | +$77.6K | 0.35% | 21 |
|
|
2023
Q1 | $2.72M | Sell |
9,742
-7,205
| -43% | -$1.93M | 0.37% | 21 |
|
|
2022
Q4 | $4.47M | Buy |
16,947
+128
| +0.8% | +$33.8K | 0.65% | 17 |
|
|
2022
Q3 | $3.88M | Sell |
16,819
-185
| -1% | -$47.3K | 0.66% | 16 |
|
|
2022
Q2 | $4.2M | Buy |
17,004
+845
| +5% | +$208K | 0.7% | 15 |
|
|
2022
Q1 | $4M | Buy |
16,159
+13,370
| +479% | +$3.33M | 0.75% | 15 |
|
|
2021
Q4 | $748K | Sell |
2,789
-596
| -18% | -$150K | 0.12% | 67 |
|
|
2021
Q3 | $816K | Buy |
3,385
+375
| +12% | +$89.5K | 0.18% | 62 |
|
|
2021
Q2 | $695K | Sell |
3,010
-16
| -0.5% | -$3.72K | 0.17% | 66 |
|
|
2021
Q1 | $678K | Buy |
3,026
+156
| +5% | +$33.4K | 0.19% | 63 |
|
|
2020
Q4 | $616K | Sell |
2,870
-388
| -12% | -$84.4K | 0.19% | 67 |
|
|
2020
Q3 | $715K | Sell |
3,258
-315
| -9% | -$64.7K | 0.25% | 54 |
|
|
2020
Q2 | $659K | Buy |
3,573
+371
| +12% | +$68K | 0.26% | 52 |
|
|
2020
Q1 | $529K | Buy |
3,202
+33
| +1% | +$6.5K | 0.24% | 62 |
|
|
2019
Q4 | $626K | Buy |
3,169
+394
| +14% | +$78.2K | 0.22% | 68 |
|
|
2019
Q3 | $596K | Buy |
2,775
+62
| +2% | +$13.3K | 0.17% | 76 |
|
|
2019
Q2 | $563K | Sell |
2,713
-312
| -10% | -$61.8K | 0.17% | 75 |
|
|
2019
Q1 | $574K | Sell |
3,025
-55
| -2% | -$9.98K | 0.18% | 69 |
|
|
2018
Q4 | $547K | Buy |
3,080
+698
| +29% | +$124K | 0.19% | 68 |
|
|
2018
Q3 | $399K | Sell |
2,382
-9,913
| -81% | -$1.59M | 0.13% | 92 |
|
|
2018
Q2 | $1.93M | Buy |
12,295
+9,361
| +319% | +$1.52M | 0.98% | 17 |
|
|
2018
Q1 | $459K | Sell |
2,934
-99
| -3% | -$16.3K | 0.25% | 78 |
|
|
2017
Q4 | $522K | Sell |
3,033
-1,134
| -27% | -$190K | 0.29% | 66 |
|
|
2017
Q3 | $653K | Sell |
4,167
-70
| -2% | -$11K | 0.39% | 57 |
|
|
2017
Q2 | $649K | Sell |
4,237
-308
| -7% | -$44.5K | 0.41% | 57 |
|
|
2017
Q1 | $589K | Buy |
4,545
+272
| +6% | +$34.1K | 0.36% | 64 |
|
|
2016
Q4 | $520K | Buy |
4,273
+774
| +22% | +$90.8K | 0.32% | 65 |
|
|
2016
Q3 | $404K | Buy |
3,499
+33
| +1% | +$3.91K | 0.27% | 80 |
|
|
2016
Q2 | $417K | Buy |
3,466
+158
| +5% | +$19.8K | 0.3% | 71 |
|
|
2016
Q1 | $416K | Sell |
3,308
-182
| -5% | -$21.7K | 0.32% | 69 |
|
|
2015
Q4 | $412K | Sell |
3,490
-147
| -4% | -$16.4K | 0.31% | 67 |
|
|
2015
Q3 | $358K | Sell |
3,637
-664
| -15% | -$64.7K | 0.28% | 71 |
|
|
2015
Q2 | $409K | Buy |
4,301
+1,144
| +36% | +$111K | 0.29% | 71 |
|
|
2015
Q1 | $308K | Sell |
3,157
-383
| -11% | -$36.3K | 0.21% | 84 |
|
|
2014
Q4 | $332K | Buy |
3,540
+107
| +3% | +$10K | 0.24% | 75 |
|
|
2014
Q3 | $326K | Sell |
3,433
-186
| -5% | -$17.7K | 0.29% | 66 |
|
|
2014
Q2 | $365K | Buy |
3,619
+1,197
| +49% | +$121K | 0.33% | 59 |
|
|
2014
Q1 | $237K | Sell |
2,422
-4,076
| -63% | -$390K | 0.26% | 66 |
|
|
2013
Q4 | $631K | Sell |
6,498
-1,167
| -15% | -$112K | 0.35% | 42 |
|
|
2013
Q3 | $737K | Sell |
7,665
-290
| -4% | -$28.3K | 0.45% | 30 |
|
|
2013
Q2 | $788K | Buy |
+7,955
| New | +$797K | 0.58% | 25 |
|
Other funds holding MCD
Plante Moran Financial Advisors's MCD Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $53K and leaving 1,275 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #119.
Plante Moran Financial Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.47M in Q4 2022. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Plante Moran Financial Advisors held 1,275 shares of McDonald's worth $345K as of Q2 2026.
- Plante Moran Financial Advisors sold 185 McDonald's shares in Q2 2026, an estimated $53K.
- McDonald's made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #119 holding.
- Plante Moran Financial Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's McDonald's position peaked at $4.47M in Q4 2022.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.