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

Allegheny 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 		$589K Buy
2,178
+19
+0.9% +$5.45K 0.06% 159
2026
Q1 		$671K Sell
2,159
-5
-0.2% -$1.59K 0.09% 133
2025
Q4 		$662K Sell
2,164
-57
-3% -$17.5K 0.1% 130
2025
Q3 		$675K Sell
2,221
-367
-14% -$112K 0.13% 124
2025
Q2 		$756K Buy
2,588
+7
+0.3% +$2.16K 0.17% 113
2025
Q1 		$806K Sell
2,581
-384
-13% -$115K 0.21% 94
2024
Q4 		$860K Buy
2,965
+127
+4% +$37.9K 0.22% 80
2024
Q3 		$864K Buy
2,838
+21
+0.7% +$5.79K 0.21% 88
2024
Q2 		$718K Buy
2,817
+445
+19% +$118K 0.21% 95
2024
Q1 		$669K Buy
2,372
+212
+10% +$61.7K 0.21% 92
2023
Q4 		$640K Sell
2,160
-122
-5% -$33.2K 0.21% 101
2023
Q3 		$601K Buy
2,282
+802
+54% +$229K 0.23% 84
2023
Q2 		$442K Sell
1,480
-465
-24% -$135K 0.21% 99
2023
Q1 		$544K Buy
1,945
+389
+25% +$104K 0.22% 94
2022
Q4 		$410K Buy
1,556
+4
+0.3% +$1.05K 0.17% 109
2022
Q3 		$358K Buy
1,552
+705
+83% +$180K 0.17% 104
2022
Q2 		$209K Buy
847
+1
+0.1% +$246 0.1% 147
2022
Q1 		$209K Buy
846
+1
+0.1% +$249 0.09% 149
2021
Q4 		$226K Buy
845
+1
+0.1% +$252 0.09% 141
2021
Q3 		$203K Buy
+844
New +$201K 0.09% 141

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Allegheny Financial Group increased its McDonald's (MCD) stake by 0.88% in Q2 2026, buying an estimated $5.45K and bringing the position to 2,178 shares worth $589K. The position accounts for 0.06% of the portfolio, ranked #159.

Allegheny Financial Group first reported a position in MCD in Q3 2021 and has held it in 20 quarters since. The position peaked at $864K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Allegheny Financial Group held 2,178 shares of McDonald's worth $589K as of Q2 2026.
  • Allegheny Financial Group bought 19 McDonald's shares in Q2 2026, an estimated $5.45K.
  • McDonald's made up 0.06% of Allegheny Financial Group's portfolio in Q2 2026, its #159 holding.
  • Allegheny Financial Group first reported a position in McDonald's in Q3 2021 and has held it in 20 quarters since.
  • Allegheny Financial Group's McDonald's position peaked at $864K in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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