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Sequent Planning’s McDonald's MCD Stock Holding History

Sequent 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
Q2 		$337K Buy
1,246
+38
+3% +$10.9K 0.07% 196
2026
Q1 		$376K Hold
1,208
– – 0.09% 155
2025
Q4 		$369K Buy
1,208
+88
+8% +$27K 0.09% 151
2025
Q3 		$340K Buy
+1,120
New +$341K 0.1% 147

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sequent Planning's MCD Position: Q2 2026 in Review

Sequent Planning increased its McDonald's (MCD) stake by 3.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,246 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #196.

Sequent Planning first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $376K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sequent Planning held 1,246 shares of McDonald's worth $337K as of Q2 2026.
  • Sequent Planning bought 38 McDonald's shares in Q2 2026, an estimated $10.9K.
  • McDonald's made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #196 holding.
  • Sequent Planning first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Sequent Planning's McDonald's position peaked at $376K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.