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

United 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 		$227K Buy
840
+1
+0.1% +$287 0.12% 52
2026
Q1 		$261K Buy
839
+25
+3% +$7.96K 0.15% 45
2025
Q4 		$249K Buy
814
+31
+4% +$9.49K 0.15% 50
2025
Q3 		$238K Buy
+783
New +$238K 0.15% 38

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 $3.38T AUM 44.17% 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

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

United Financial Planning Group increased its McDonald's (MCD) stake by 0.12% in Q2 2026, buying an estimated $287 and bringing the position to 840 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #52.

United Financial Planning Group first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $261K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • United Financial Planning Group held 840 shares of McDonald's worth $227K as of Q2 2026.
  • United Financial Planning Group bought 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.12% of United Financial Planning Group's portfolio in Q2 2026, its #52 holding.
  • United Financial Planning Group first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's McDonald's position peaked at $261K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.