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Alpha Financial Partners’s McDonald's MCD Stock Holding History

Alpha Financial Partners’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 		– Sell
-816
Closed -$254K – 124
2026
Q1 		$254K Sell
816
-25
-3% -$7.96K 0.15% 82
2025
Q4 		$257K Buy
841
+99
+13% +$30.3K 0.16% 77
2025
Q3 		$225K Buy
742
+27
+4% +$8.22K 0.15% 83
2025
Q2 		$209K Sell
715
-56
-7% -$17.3K 0.15% 84
2025
Q1 		$241K Sell
771
-90
-10% -$26.9K 0.19% 69
2024
Q4 		$250K Buy
+861
New +$257K 0.2% 61
2024
Q3 		– Sell
-965
Closed -$246K – 132
2024
Q2 		$246K Buy
965
+39
+4% +$10.3K 0.21% 59
2024
Q1 		$261K Sell
926
-240
-21% -$69.8K 0.24% 52
2023
Q4 		$346K Sell
1,166
-214
-16% -$58.2K 0.34% 40
2023
Q3 		$364K Buy
1,380
+5
+0.4% +$1.43K 0.42% 41
2023
Q2 		$410K Buy
1,375
+163
+13% +$47.4K 0.44% 44
2023
Q1 		$339K Buy
1,212
+38
+3% +$10.2K 0.38% 51
2022
Q4 		$309K Buy
+1,174
New +$310K 0.38% 52

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

Alpha Financial Partners's MCD Position: Q2 2026 in Review

Alpha Financial Partners sold out of McDonald's (MCD) in Q2 2026, closing a stake of 816 shares — an estimated $254K sold.

Alpha Financial Partners first reported a position in MCD in Q4 2022 and held it in 13 quarters. The position peaked at $410K in Q2 2023. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Alpha Financial Partners reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Alpha Financial Partners sold 816 McDonald's shares in Q2 2026, an estimated $254K.
  • Alpha Financial Partners first reported a position in McDonald's in Q4 2022 and held it in 13 quarters.
  • Alpha Financial Partners's McDonald's position peaked at $410K in Q2 2023.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.