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Spectrum Planning & Advisory Services’s McDonald's MCD Stock Holding History

Spectrum Planning & Advisory Services’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 		$209K Sell
773
-458
-37% -$131K 0.09% 110
2026
Q1 		$383K Buy
1,231
+9
+0.7% +$2.87K 0.19% 72
2025
Q4 		$374K Buy
1,222
+8
+0.7% +$2.45K 0.19% 77
2025
Q3 		$369K Buy
1,214
+131
+12% +$39.9K 0.21% 75
2025
Q2 		$316K Buy
+1,083
New +$334K 0.2% 79

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

Spectrum Planning & Advisory Services's MCD Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its McDonald's (MCD) stake by 37% in Q2 2026, selling an estimated $131K and leaving 773 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #110.

Spectrum Planning & Advisory Services first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $383K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Spectrum Planning & Advisory Services held 773 shares of McDonald's worth $209K as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 458 McDonald's shares in Q2 2026, an estimated $131K.
  • McDonald's made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #110 holding.
  • Spectrum Planning & Advisory Services first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • Spectrum Planning & Advisory Services's McDonald's position peaked at $383K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.