626 Financial’s McDonald's MCD Stock Holding History

626 Financial’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	$270K	Hold	998	–	–	0.11%	105
2026 Q1	$310K	Hold	998	–	–	0.14%	91
2025 Q4	$305K	Hold	998	–	–	0.13%	88
2025 Q3	$303K	Sell	998 -333	-25%	-$101K	0.13%	90
2025 Q2	$389K	Hold	1,331	–	–	0.18%	75
2025 Q1	$416K	Hold	1,331	–	–	0.21%	69
2024 Q4	$386K	Hold	1,331	–	–	0.21%	72
2024 Q3	$405K	Hold	1,331	–	–	0.22%	73
2024 Q2	$339K	Hold	1,331	–	–	0.2%	80
2024 Q1	$375K	Hold	1,331	–	–	0.23%	75
2023 Q4	$395K	Sell	1,331 -153	-10%	-$41.6K	0.26%	72
2023 Q3	$391K	Hold	1,484	–	–	0.26%	64
2023 Q2	$443K	Sell	1,484 -10	-0.7%	-$2.9K	0.28%	62
2023 Q1	$418K	Hold	1,494	–	–	0.28%	63
2022 Q4	$394K	Hold	1,494	–	–	0.27%	65
2022 Q3	$345K	Hold	1,494	–	–	0.28%	64
2022 Q2	$370K	Hold	1,494	–	–	0.28%	64
2022 Q1	$369K	Buy	1,494 +50	+3%	+$12.5K	0.24%	66
2021 Q4	$387K	Buy	+1,444	New	+$365K	0.24%	68
2021 Q1	$369K	Buy	+1,494	New	+$320K	0.24%	66

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

626 Financial's MCD Position: Q2 2026 in Review

626 Financial held its McDonald's (MCD) position steady in Q2 2026 at 998 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #105.

626 Financial first reported a position in MCD in Q1 2021 and has held it in 20 quarters since. The position peaked at $443K in Q2 2023. 2,224 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

626 Financial held 998 shares of McDonald's worth $270K as of Q2 2026.
626 Financial left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.11% of 626 Financial's portfolio in Q2 2026, its #105 holding.
626 Financial first reported a position in McDonald's in Q1 2021 and has held it in 20 quarters since.
626 Financial's McDonald's position peaked at $443K in Q2 2023.
2,224 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.