Stonebridge Financial Planning Group’s McDonald's MCD Stock Holding History

Stonebridge Financial Planning Group’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	$222K	Buy	819 +2	+0.2%	+$573	0.07%	174
2026 Q1	$254K	Buy	817 +8	+1%	+$2.55K	0.09%	156
2025 Q4	$247K	Sell	809 -22	-3%	-$6.74K	0.09%	157
2025 Q3	$253K	Sell	831 -27	-3%	-$8.22K	0.09%	158
2025 Q2	$251K	Buy	858 +32	+4%	+$9.87K	0.1%	151
2025 Q1	$258K	Buy	826 +2	+0.2%	+$598	0.12%	146
2024 Q4	$239K	Hold	824	–	–	0.11%	149
2024 Q3	$251K	Hold	824	–	–	0.12%	141
2024 Q2	$210K	Hold	824	–	–	0.11%	151
2024 Q1	$232K	Hold	824	–	–	0.12%	144
2023 Q4	$244K	Buy	824 +24	+3%	+$6.53K	0.14%	132
2023 Q3	$211K	Hold	800	–	–	0.14%	133
2023 Q2	$239K	Hold	800	–	–	0.15%	125
2023 Q1	$224K	Hold	800	–	–	0.14%	116
2022 Q4	$211K	Buy	+800	New	+$211K	0.14%	118
2022 Q1	–	Sell	-800	Closed	-$205K	–	262
2021 Q4	$205K	Hold	800	–	–	0.11%	118
2021 Q3	$200K	Hold	800	–	–	0.1%	122
2021 Q2	$188K	Hold	800	–	–	0.1%	121
2021 Q1	$185K	Sell	800 -19	-2%	-$4.06K	0.11%	115
2020 Q4	$176K	Hold	819	–	–	0.11%	114
2020 Q3	$188K	Hold	819	–	–	0.14%	93
2020 Q2	$150K	Hold	819	–	–	0.13%	104
2020 Q1	$145K	Buy	819 +400	+95%	+$78.8K	0.14%	95
2019 Q4	$83K	Buy	+419	New	+$83.1K	0.08%	139

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

Stonebridge Financial Planning Group's MCD Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its McDonald's (MCD) stake by 0.24% in Q2 2026, buying an estimated $573 and bringing the position to 819 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #174.

Stonebridge Financial Planning Group first reported a position in MCD in Q4 2019 and has held it in 24 quarters since. The position peaked at $258K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Stonebridge Financial Planning Group held 819 shares of McDonald's worth $222K as of Q2 2026.
Stonebridge Financial Planning Group bought 2 McDonald's shares in Q2 2026, an estimated $573.
McDonald's made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #174 holding.
Stonebridge Financial Planning Group first reported a position in McDonald's in Q4 2019 and has held it in 24 quarters since.
Stonebridge Financial Planning Group's McDonald's position peaked at $258K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.