XY Planning Network
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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
Q3 		$477K Buy
2,065
+539
+35% +$142K 0.05% 242
2026
Q2 		$412K Buy
1,526
+34
+2% +$9.7K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

XY Planning Network's MCD Position: Q3 2026 in Review

XY Planning Network increased its McDonald's (MCD) stake by 35% in Q3 2026, buying an estimated $142K and bringing the position to 2,065 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #242.

XY Planning Network first reported a position in MCD in Q4 2025 and has held it in 4 quarters since. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • XY Planning Network held 2,065 shares of McDonald's worth $477K as of Q3 2026.
  • XY Planning Network bought 539 McDonald's shares in Q3 2026, an estimated $142K.
  • McDonald's made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #242 holding.
  • XY Planning Network first reported a position in McDonald's in Q4 2025 and has held it in 4 quarters since.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.