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Spartan Planning & Wealth Management’s McDonald's MCD Stock Holding History

Spartan Planning & Wealth Management’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 		– Sell
-723
Closed -$225K – 84
2026
Q1 		$225K Sell
723
-709
-50% -$226K 0.17% 64
2025
Q4 		$438K Buy
+1,432
New +$439K 0.32% 45
2025
Q3 		– Sell
-902
Closed -$264K – 84
2025
Q2 		$264K Sell
902
-417
-32% -$129K 0.23% 72
2025
Q1 		$412K Buy
1,319
+20
+2% +$5.98K 0.4% 46
2024
Q4 		$377K Buy
+1,299
New +$387K 0.34% 48
2023
Q4 		$269K Buy
907
+781
+620% +$213K 0.29% 44
2023
Q3 		$33.2K Buy
+126
New +$35.9K 0.04% 95
2022
Q4 		$147K Buy
556
+159
+40% +$41.9K 0.18% 73
2022
Q3 		$92K Sell
397
-4
-1% -$1.02K 0.12% 40
2022
Q2 		$99K Buy
401
+167
+71% +$41.1K 0.13% 51
2022
Q1 		$58K Buy
+234
New +$58.3K 0.07% 81

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Spartan Planning & Wealth Management's MCD Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 723 shares — an estimated $225K sold.

Spartan Planning & Wealth Management first reported a position in MCD in Q1 2022 and held it in 11 quarters. The position peaked at $438K in Q4 2025. 1,272 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Spartan Planning & Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 723 McDonald's shares in Q2 2026, an estimated $225K.
  • Spartan Planning & Wealth Management first reported a position in McDonald's in Q1 2022 and held it in 11 quarters.
  • Spartan Planning & Wealth Management's McDonald's position peaked at $438K in Q4 2025.
  • 1,272 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.