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

Walled Lake Planning & Wealth 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 		$405K Sell
1,497
-4
-0.3% -$1.15K 0.1% 91
2026
Q1 		$467K Buy
1,501
+3
+0.2% +$956 0.14% 78
2025
Q4 		$458K Buy
1,498
+2
+0.1% +$613 0.14% 80
2025
Q3 		$455K Buy
1,496
+3
+0.2% +$913 0.15% 82
2025
Q2 		$436K Buy
1,493
+2
+0.1% +$617 0.14% 82
2025
Q1 		$466K Sell
1,491
-23
-2% -$6.88K 0.17% 75
2024
Q4 		$439K Buy
1,514
+2
+0.1% +$596 0.16% 75
2024
Q3 		$460K Buy
1,512
+18
+1% +$4.96K 0.17% 70
2024
Q2 		$381K Sell
1,494
-251
-14% -$66.6K 0.16% 76
2024
Q1 		$492K Hold
1,745
– – 0.2% 56
2023
Q4 		$517K Buy
1,745
+222
+15% +$60.4K 0.24% 44
2023
Q3 		$401K Buy
1,523
+2
+0.1% +$570 0.2% 50
2023
Q2 		$454K Sell
1,521
-27
-2% -$7.84K 0.22% 45
2023
Q1 		$433K Buy
+1,548
New +$415K 0.23% 49
2022
Q4 		– Sell
-1,453
Closed -$335K – 73
2022
Q3 		$335K Buy
1,453
+1
+0.1% +$256 0.23% 49
2022
Q2 		$358K Buy
1,452
+2
+0.1% +$493 0.25% 48
2022
Q1 		$359K Buy
1,450
+106
+8% +$26.4K 0.21% 52
2021
Q4 		$360K Buy
1,344
+1
+0.1% +$252 0.21% 57
2021
Q3 		$324K Buy
1,343
+1
+0.1% +$239 0.2% 55
2021
Q2 		$310K Buy
1,342
+1
+0.1% +$233 0.2% 59
2021
Q1 		$301K Buy
1,341
+1
+0.1% +$214 0.21% 55
2020
Q4 		$288K Buy
1,340
+1
+0.1% +$217 0.22% 55
2020
Q3 		$294K Buy
1,339
+1
+0.1% +$205 0.24% 49
2020
Q2 		$247K Sell
1,338
-8
-0.6% -$1.47K 0.21% 53
2020
Q1 		$223K Sell
1,346
-58
-4% -$11.4K 0.2% 55
2019
Q4 		$278K Buy
+1,404
New +$279K 0.2% 53

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

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

Walled Lake Planning & Wealth Management reduced its McDonald's (MCD) stake by 0.27% in Q2 2026, selling an estimated $1.15K and leaving 1,497 shares worth $405K. The position accounts for 0.1% of the portfolio, ranked #91.

Walled Lake Planning & Wealth Management first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $517K in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 1,497 shares of McDonald's worth $405K as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 4 McDonald's shares in Q2 2026, an estimated $1.15K.
  • McDonald's made up 0.1% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Walled Lake Planning & Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Walled Lake Planning & Wealth Management's McDonald's position peaked at $517K in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.