ABLE Financial Group’s McDonald's MCD Stock Holding History

ABLE Financial Group’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	$465K	Buy	1,719 +1	+0.1%	+$287	0.08%	149
2026 Q1	$534K	Sell	1,718 -18	-1%	-$5.73K	0.1%	130
2025 Q4	$531K	Buy	1,736 +88	+5%	+$27K	0.11%	127
2025 Q3	$501K	Sell	1,648 -209	-11%	-$63.6K	0.11%	123
2025 Q2	$543K	Sell	1,857 -3	-0.2%	-$925	0.13%	115
2025 Q1	$581K	Buy	1,860 +3	+0.2%	+$897	0.16%	93
2024 Q4	$538K	Hold	1,857	–	–	0.16%	97
2024 Q3	$565K	Sell	1,857 -2,269	-55%	-$625K	0.17%	91
2024 Q2	$1.05M	Sell	4,126 -418	-9%	-$111K	0.38%	49
2024 Q1	$1.28M	Sell	4,544 -77	-2%	-$22.4K	0.5%	38
2023 Q4	$1.37M	Buy	4,621 +102	+2%	+$27.8K	0.59%	33
2023 Q3	$1.19M	Buy	4,519 +743	+20%	+$212K	0.59%	30
2023 Q2	$1.13M	Buy	3,776 +674	+22%	+$196K	0.58%	36
2023 Q1	$867K	Buy	+3,102	New	+$831K	0.57%	41

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ABLE Financial Group's MCD Position: Q2 2026 in Review

ABLE Financial Group increased its McDonald's (MCD) stake by 0.06% in Q2 2026, buying an estimated $287 and bringing the position to 1,719 shares worth $465K. The position accounts for 0.08% of the portfolio, ranked #149.

ABLE Financial Group first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.37M in Q4 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

ABLE Financial Group held 1,719 shares of McDonald's worth $465K as of Q2 2026.
ABLE Financial Group bought 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.08% of ABLE Financial Group's portfolio in Q2 2026, its #149 holding.
ABLE Financial Group first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
ABLE Financial Group's McDonald's position peaked at $1.37M in Q4 2023.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.