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Planning Strategies Inc.’s McDonald's MCD Stock Holding History

Planning Strategies Inc.’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 		$127K Buy
+470
New +$135K 0.08% 92

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Planning Strategies Inc.'s MCD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in McDonald's (MCD) in Q2 2026: 470 shares worth $127K. The stake represents 0.08% of the portfolio and ranks #92 among its holdings.

1,393 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Planning Strategies Inc. held 470 shares of McDonald's worth $127K as of Q2 2026.
  • McDonald's was a new Planning Strategies Inc. position in Q2 2026.
  • McDonald's made up 0.08% of Planning Strategies Inc.'s portfolio in Q2 2026, its #92 holding.
  • 1,393 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.