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Asset Planning,Inc MCD Position History
McDonald's Corporation • Consumer Cyclical
Quarters held
4
Latest value
$3M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4M |
| Q1 2026 | $4.1M |
| Q2 2026 | $3.5M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 12.8K | — | — |
| Q2 2026 | $3.5M | 12.8K | — | — |
| Q1 2026 | $4.1M | 13.0K | — | — |
| Q4 2025 | $4M | 13.0K | — | — |
Other funds holding MCD
$20.9B
$19.9B
$19.8B
$19.7B
$10.8B
$10.6B