Align Financial’s McDonald's MCD Stock Holding History

Align 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	$34.6K	Hold	128	–	–	0.02%	188
2026 Q1	$39.8K	Sell	128 -38,993	-100%	-$12.4M	0.02%	171
2025 Q4	$39.1M	Buy	+39,121	New	+$12M	0.02%	176

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

Align Financial's MCD Position: Q2 2026 in Review

Align Financial held its McDonald's (MCD) position steady in Q2 2026 at 128 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #188.

Align Financial first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.1M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Align Financial held 128 shares of McDonald's worth $34.6K as of Q2 2026.
Align Financial left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.02% of Align Financial's portfolio in Q2 2026, its #188 holding.
Align Financial first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
Align Financial's McDonald's position peaked at $39.1M in Q4 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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