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XY Planning Network’s McDonald's MCD Stock Holding History

XY Planning Network’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 		$412K Buy
1,526
+34
+2% +$9.75K 0.05% 231
2026
Q1 		$458K Buy
1,492
+47
+3% +$15K 0.07% 189
2025
Q4 		$442K Buy
+1,445
New +$443K 0.08% 182

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

XY Planning Network's MCD Position: Q2 2026 in Review

XY Planning Network increased its McDonald's (MCD) stake by 2.3% in Q2 2026, buying an estimated $9.75K and bringing the position to 1,526 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #231.

XY Planning Network first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $458K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • XY Planning Network held 1,526 shares of McDonald's worth $412K as of Q2 2026.
  • XY Planning Network bought 34 McDonald's shares in Q2 2026, an estimated $9.75K.
  • McDonald's made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #231 holding.
  • XY Planning Network first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's McDonald's position peaked at $458K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.