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WealthPlan Investment Management’s McDonald's MCD Stock Holding History

WealthPlan Investment 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 		$3.8M Sell
14,061
-1,760
-11% -$505K 0.19% 108
2026
Q1 		$4.92M Buy
15,821
+4,371
+38% +$1.39M 0.27% 84
2025
Q4 		$3.5M Buy
11,450
+7,096
+163% +$2.17M 0.22% 103
2025
Q3 		$1.32M Sell
4,354
-730
-14% -$222K 0.09% 162
2025
Q2 		$1.49M Buy
5,084
+1,454
+40% +$448K 0.11% 152
2025
Q1 		$1.13M Buy
3,630
+32
+0.9% +$9.57K 0.11% 127
2024
Q4 		$1.04M Sell
3,598
-5
-0.1% -$1.49K 0.1% 127
2024
Q3 		$1.1M Buy
3,603
+1,271
+55% +$350K 0.11% 124
2024
Q2 		$594K Sell
2,332
-102
-4% -$27.1K 0.09% 114
2024
Q1 		$686K Buy
2,434
+13
+0.5% +$3.78K 0.1% 108
2023
Q4 		$718K Sell
2,421
-821
-25% -$223K 0.12% 109
2023
Q3 		$854K Buy
3,242
+1,517
+88% +$433K 0.15% 97
2023
Q2 		$515K Sell
1,725
-1,570
-48% -$456K 0.15% 91
2023
Q1 		$921K Sell
3,295
-4,862
-60% -$1.3M 0.16% 90
2022
Q4 		$2.17M Sell
8,157
-203
-2% -$53.6K 0.15% 115
2022
Q3 		$2.26M Buy
+8,360
New +$2.14M 0.17% 103
2022
Q1 		$2.88M Buy
+11,556
New +$2.88M 0.2% 102

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WealthPlan Investment Management's MCD Position: Q2 2026 in Review

WealthPlan Investment Management reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $505K and leaving 14,061 shares worth $3.8M. The position accounts for 0.19% of the portfolio, ranked #108.

WealthPlan Investment Management first reported a position in MCD in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.92M in Q1 2026. 1,374 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WealthPlan Investment Management held 14,061 shares of McDonald's worth $3.8M as of Q2 2026.
  • WealthPlan Investment Management sold 1,760 McDonald's shares in Q2 2026, an estimated $505K.
  • McDonald's made up 0.19% of WealthPlan Investment Management's portfolio in Q2 2026, its #108 holding.
  • WealthPlan Investment Management first reported a position in McDonald's in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's McDonald's position peaked at $4.92M in Q1 2026.
  • 1,374 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.