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Tempus Wealth Planning’s McDonald's MCD Stock Holding History

Tempus Wealth 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 		$347K Buy
1,284
+6
+0.5% +$1.72K 0.07% 213
2026
Q1 		$397K Buy
1,278
+52
+4% +$16.6K 0.09% 192
2025
Q4 		$375K Sell
1,226
-72
-6% -$22.1K 0.09% 197
2025
Q3 		$395K Buy
1,298
+73
+6% +$22.2K 0.09% 199
2025
Q2 		$358K Buy
1,225
+1
+0.1% +$308 0.09% 190
2025
Q1 		$382K Hold
1,224
– – 0.11% 177
2024
Q4 		$355K Sell
1,224
-19
-2% -$5.67K 0.11% 173
2024
Q3 		$379K Buy
1,243
+38
+3% +$10.5K 0.14% 152
2024
Q2 		$307K Buy
1,205
+50
+4% +$13.3K 0.13% 151
2024
Q1 		$326K Buy
1,155
+50
+5% +$14.5K 0.14% 145
2023
Q4 		$328K Sell
1,105
-75
-6% -$20.4K 0.14% 144
2023
Q3 		$311K Sell
1,180
-71
-6% -$20.3K 0.16% 119
2023
Q2 		$373K Hold
1,251
– – 0.17% 127
2023
Q1 		$350K Sell
1,251
-32
-2% -$8.57K 0.17% 118
2022
Q4 		$338K Hold
1,283
– – 0.21% 120
2022
Q3 		$296K Hold
1,283
– – 0.2% 134
2022
Q2 		$317K Hold
1,283
– – 0.26% 97
2022
Q1 		$317K Hold
1,283
– – 0.23% 101
2021
Q4 		$344K Hold
1,283
– – 0.19% 114
2021
Q3 		$309K Buy
1,283
+137
+12% +$32.7K 0.18% 123
2021
Q2 		$265K Buy
+1,146
New +$267K 0.18% 127

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

Tempus Wealth Planning's MCD Position: Q2 2026 in Review

Tempus Wealth Planning increased its McDonald's (MCD) stake by 0.47% in Q2 2026, buying an estimated $1.72K and bringing the position to 1,284 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #213.

Tempus Wealth Planning first reported a position in MCD in Q2 2021 and has held it in 21 quarters since. The position peaked at $397K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Tempus Wealth Planning held 1,284 shares of McDonald's worth $347K as of Q2 2026.
  • Tempus Wealth Planning bought 6 McDonald's shares in Q2 2026, an estimated $1.72K.
  • McDonald's made up 0.07% of Tempus Wealth Planning's portfolio in Q2 2026, its #213 holding.
  • Tempus Wealth Planning first reported a position in McDonald's in Q2 2021 and has held it in 21 quarters since.
  • Tempus Wealth Planning's McDonald's position peaked at $397K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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