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 Q2	–	Sell	-678	Closed	-$211K	–	235
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 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

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

Total Wealth Planning & Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 678 shares — an estimated $211K sold.

Total Wealth Planning & Management first reported a position in MCD in Q1 2025 and held it in 3 quarters. The position peaked at $213K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Total Wealth Planning & Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Total Wealth Planning & Management sold 678 McDonald's shares in Q2 2026, an estimated $211K.
Total Wealth Planning & Management first reported a position in McDonald's in Q1 2025 and held it in 3 quarters.
Total Wealth Planning & Management's McDonald's position peaked at $213K in Q1 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.