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Ares Financial Consulting’s McDonald's MCD Stock Holding History

Ares Financial Consulting’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 		$364K Sell
1,347
-38
-3% -$10.9K 0.26% 60
2026
Q1 		$426K Buy
1,385
+230
+20% +$73.3K 0.33% 50
2025
Q4 		$353K Buy
+1,155
New +$354K 0.34% 54

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Ares Financial Consulting's MCD Position: Q2 2026 in Review

Ares Financial Consulting reduced its McDonald's (MCD) stake by 2.7% in Q2 2026, selling an estimated $10.9K and leaving 1,347 shares worth $364K. The position accounts for 0.26% of the portfolio, ranked #60.

Ares Financial Consulting first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $426K in Q1 2026. 2,008 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ares Financial Consulting held 1,347 shares of McDonald's worth $364K as of Q2 2026.
  • Ares Financial Consulting sold 38 McDonald's shares in Q2 2026, an estimated $10.9K.
  • McDonald's made up 0.26% of Ares Financial Consulting's portfolio in Q2 2026, its #60 holding.
  • Ares Financial Consulting first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's McDonald's position peaked at $426K in Q1 2026.
  • 2,008 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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