Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
MCD holding history
McDonalds Corp in every 13F filed by Capital & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MCD overviewAll 13F holders of MCDFull Q2 2026 holdings
- Shares (Q2 2026)
- 21,910
- Value
- $5.92M
- % of portfolio
- 3.1%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,910 | $5.92M | 3.1% | +1,724+8.5% | Added | Holders |
| Q1 2026 | 20,186 | $6.27M | 3.8% | +20,186 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −20,170−100.0% | Sold out | Holders |
| Q3 2025 | 20,170 | $6.13M | 3.8% | +782+4.0% | Added | Holders |
| Q2 2025 | 19,388 | $5.66M | 3.8% | +464+2.5% | Added | Holders |
| Q1 2025 | 18,924 | $5.91M | 4.4% | +588+3.2% | Added | Holders |
| Q4 2024 | 18,336 | $5.32M | 3.9% | – | No prior filing | Holders |