Access Financial Services’s McDonald's MCD Stock Holding History

Access Financial Services’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	$308K	Hold	1,141	–	–	0.1%	93
2026 Q1	$355K	Hold	1,141	–	–	0.13%	81
2025 Q4	$349K	Hold	1,141	–	–	0.13%	88
2025 Q3	$347K	Hold	1,141	–	–	0.13%	87
2025 Q2	$333K	Hold	1,141	–	–	0.13%	87
2025 Q1	$356K	Hold	1,141	–	–	0.14%	82
2024 Q4	$331K	Hold	1,141	–	–	0.15%	91
2024 Q3	$347K	Buy	1,141 +6	+0.5%	+$1.65K	0.16%	85
2024 Q2	$289K	Buy	1,135 +6	+0.5%	+$1.59K	0.13%	90
2024 Q1	$318K	Buy	1,129 +6	+0.5%	+$1.75K	0.14%	85
2023 Q4	$333K	Buy	+1,123	New	+$306K	0.17%	80
2023 Q3	–	Sell	-933	Closed	-$278K	–	85
2023 Q2	$278K	Buy	933 +5	+0.5%	+$1.45K	0.16%	78
2023 Q1	$260K	Buy	+928	New	+$249K	0.16%	82
2020 Q1	–	Sell	-8,855	Closed	-$1.75M	–	72
2019 Q4	$1.75M	Buy	+8,855	New	+$1.76M	1.01%	29

Other funds holding MCD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Access Financial Services's MCD Position: Q2 2026 in Review

Access Financial Services held its McDonald's (MCD) position steady in Q2 2026 at 1,141 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #93.

Access Financial Services first reported a position in MCD in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.75M in Q4 2019. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Access Financial Services held 1,141 shares of McDonald's worth $308K as of Q2 2026.
Access Financial Services left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.1% of Access Financial Services's portfolio in Q2 2026, its #93 holding.
Access Financial Services first reported a position in McDonald's in Q4 2019 and has held it in 14 quarters since.
Access Financial Services's McDonald's position peaked at $1.75M in Q4 2019.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.