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Affiance Financial’s McDonald's MCD Stock Holding History

Affiance 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 		$1.09M Hold
4,032
– – 0.16% 53
2026
Q1 		$1.25M Sell
4,032
-491
-11% -$156K 0.2% 49
2025
Q4 		$1.38M Sell
4,523
-81
-2% -$24.8K 0.22% 46
2025
Q3 		$1.4M Sell
4,604
-658
-13% -$200K 0.25% 42
2025
Q2 		$1.54M Sell
5,262
-416
-7% -$128K 0.31% 40
2025
Q1 		$1.77M Hold
5,678
– – 0.41% 34
2024
Q4 		$1.65M Sell
5,678
-565
-9% -$168K 0.39% 41
2024
Q3 		$1.9M Sell
6,243
-690
-10% -$190K 0.46% 32
2024
Q2 		$1.77M Buy
6,933
+200
+3% +$53.1K 0.46% 33
2024
Q1 		$1.9M Sell
6,733
-400
-6% -$116K 0.51% 30
2023
Q4 		$2.12M Buy
7,133
+200
+3% +$54.4K 0.62% 26
2023
Q3 		$1.83M Buy
6,933
+63
+0.9% +$18K 0.93% 23
2023
Q2 		$2.05M Buy
6,870
+317
+5% +$92.1K 1% 19
2023
Q1 		$1.83M Hold
6,553
– – 0.97% 20
2022
Q4 		$1.73M Sell
6,553
-277
-4% -$73.1K 0.7% 28
2022
Q3 		$1.58M Buy
6,830
+5
+0.1% +$1.28K 0.89% 20
2022
Q2 		$1.69M Hold
6,825
– – 0.91% 21
2022
Q1 		$1.69M Sell
6,825
-11
-0.2% -$2.74K 0.82% 24
2021
Q4 		$1.83M Sell
6,836
-309
-4% -$78K 0.77% 30
2021
Q3 		$1.72M Sell
7,145
-3
-0% -$716 0.75% 29
2021
Q2 		$1.65M Buy
7,148
+721
+11% +$168K 0.7% 30
2021
Q1 		$1.44M Sell
6,427
-69
-1% -$14.8K 0.64% 35
2020
Q4 		$1.39M Buy
6,496
+93
+1% +$20.2K 0.73% 30
2020
Q3 		$1.41M Hold
6,403
– – 0.81% 28
2020
Q2 		$1.18M Sell
6,403
-578
-8% -$106K 0.64% 33
2020
Q1 		$1.15M Hold
6,981
– – 0.8% 27
2019
Q4 		$1.38M Sell
6,981
-178
-2% -$35.3K 0.76% 26
2019
Q3 		$1.54M Hold
7,159
– – 0.93% 22
2019
Q2 		$1.49M Hold
7,159
– – 0.91% 24
2019
Q1 		$1.36M Hold
7,159
– – 0.86% 23
2018
Q4 		$1.27M Sell
7,159
-103
-1% -$18.3K 0.84% 25
2018
Q3 		$1.22M Buy
7,262
+61
+0.8% +$9.78K 0.8% 23
2018
Q2 		$1.13M Buy
7,201
+142
+2% +$23K 0.86% 22
2018
Q1 		$1.1M Hold
7,059
– – 0.98% 17
2017
Q4 		$1.22M Sell
7,059
-108
-2% -$18.1K 0.9% 21
2017
Q3 		$1.12M Hold
7,167
– – 0.9% 21
2017
Q2 		$1.1M Hold
7,167
– – 0.87% 22
2017
Q1 		$929K Hold
7,167
– – 0.72% 26
2016
Q4 		$872K Sell
7,167
-53
-0.7% -$6.21K 0.7% 27
2016
Q3 		$833K Buy
7,220
+53
+0.7% +$6.28K 0.68% 28
2016
Q2 		$862K Sell
7,167
-136
-2% -$17K 0.73% 26
2016
Q1 		$918K Hold
7,303
– – 0.88% 26
2015
Q4 		$863K Sell
7,303
-270
-4% -$30.2K 0.89% 27
2015
Q3 		$746K Sell
7,573
-124
-2% -$12.1K 0.93% 29
2015
Q2 		$732K Hold
7,697
– – 0.93% 28
2015
Q1 		$750K Buy
7,697
+810
+12% +$76.8K 1.14% 20
2014
Q4 		$645K Buy
+6,887
New +$645K 1.13% 21

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Affiance Financial's MCD Position: Q2 2026 in Review

Affiance Financial held its McDonald's (MCD) position steady in Q2 2026 at 4,032 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #53.

Affiance Financial first reported a position in MCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.12M in Q4 2023. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Affiance Financial held 4,032 shares of McDonald's worth $1.09M as of Q2 2026.
  • Affiance Financial left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.16% of Affiance Financial's portfolio in Q2 2026, its #53 holding.
  • Affiance Financial first reported a position in McDonald's in Q4 2014 and has held it in 47 quarters since.
  • Affiance Financial's McDonald's position peaked at $2.12M in Q4 2023.
  • 1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.