SEC 13F Intelligence

Asset Planning,Inc / MCD

Asset Planning,Inc’s Mcdonalds Corp Position

Does Asset Planning,Inc own Mcdonalds Corp (MCD)? Yes — 13.0K shares worth $4M (+2.88% of its 13F portfolio) as of Q1 2026, up from 13.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
13.0K
% of Portfolio
+2.88%
Quarters Held
6
currently held

Position History MCD

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.0K$4M+2.88%
Q4 202513.0K$4M+2.78%
Q3 202513.0K$4M+2.86%
Q2 202513.2K$4M+2.90%
Q1 202513.2K$4M+3.23%
Q4 202413.3K$4M+2.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning,Inc’s full portfolio or all institutional holders of MCD.