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

Total Wealth Planning & 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
Q1 		$211K Buy
678
+3
+0.4% +$956 0.16% 184
2025
Q4 		$206K Buy
+675
New +$207K 0.15% 190
2025
Q2 		– Sell
-683
Closed -$213K – 232
2025
Q1 		$213K Buy
+683
New +$204K 0.2% 169

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Total Wealth Planning & Management's MCD Position: Q1 2026 in Review

Total Wealth Planning & Management increased its McDonald's (MCD) stake by 0.44% in Q1 2026, buying an estimated $956 and bringing the position to 678 shares worth $211K. The position accounts for 0.16% of the portfolio, ranked #184.

Total Wealth Planning & Management first reported a position in MCD in Q1 2025 and has held it in 3 quarters since. The position peaked at $213K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Total Wealth Planning & Management held 678 shares of McDonald's worth $211K as of Q1 2026.
  • Total Wealth Planning & Management bought 3 McDonald's shares in Q1 2026, an estimated $956.
  • McDonald's made up 0.16% of Total Wealth Planning & Management's portfolio in Q1 2026, its #184 holding.
  • Total Wealth Planning & Management first reported a position in McDonald's in Q1 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's McDonald's position peaked at $213K in Q1 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.