PlanVest Financial’s McDonald's MCD Stock Holding History

PlanVest Financial’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	$65.2K	Hold	241	–	–	0.04%	193
2026 Q1	$75K	Buy	+241	New	+$76.8K	0.06%	165

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

PlanVest Financial's MCD Position: Q2 2026 in Review

PlanVest Financial held its McDonald's (MCD) position steady in Q2 2026 at 241 shares worth $65.2K. The position accounts for 0.04% of the portfolio, ranked #193.

PlanVest Financial first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $75K in Q1 2026. 3,390 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

PlanVest Financial held 241 shares of McDonald's worth $65.2K as of Q2 2026.
PlanVest Financial left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #193 holding.
PlanVest Financial first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's McDonald's position peaked at $75K in Q1 2026.
3,390 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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