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

Atomi 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 		$4.17M Sell
15,416
-1,642
-10% -$471K 0.11% 146
2026
Q1 		$5.3M Buy
17,058
+1,441
+9% +$459K 0.16% 115
2025
Q4 		$4.77M Buy
15,617
+7,706
+97% +$2.36M 0.14% 118
2025
Q3 		$2.4M Buy
7,911
+830
+12% +$253K 0.08% 178
2025
Q2 		$2.07M Buy
7,081
+551
+8% +$170K 0.08% 182
2025
Q1 		$2.04M Buy
6,530
+1,131
+21% +$338K 0.09% 164
2024
Q4 		$1.57M Buy
5,399
+900
+20% +$268K 0.08% 185
2024
Q3 		$1.37M Buy
4,499
+802
+22% +$221K 0.09% 182
2024
Q2 		$942K Sell
3,697
-241
-6% -$63.9K 0.07% 223
2024
Q1 		$1.11M Buy
3,938
+275
+8% +$80K 0.1% 172
2023
Q4 		$1.09M Buy
3,663
+2,183
+148% +$594K 0.15% 126
2023
Q3 		$390K Sell
1,480
-11
-0.7% -$3.14K 0.13% 190
2023
Q2 		$445K Buy
1,491
+501
+51% +$146K 0.2% 136
2023
Q1 		$277K Buy
+990
New +$265K 0.15% 163

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

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

Atomi Financial Group reduced its McDonald's (MCD) stake by 9.6% in Q2 2026, selling an estimated $471K and leaving 15,416 shares worth $4.17M. The position accounts for 0.11% of the portfolio, ranked #146.

Atomi Financial Group first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.3M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Atomi Financial Group held 15,416 shares of McDonald's worth $4.17M as of Q2 2026.
  • Atomi Financial Group sold 1,642 McDonald's shares in Q2 2026, an estimated $471K.
  • McDonald's made up 0.11% of Atomi Financial Group's portfolio in Q2 2026, its #146 holding.
  • Atomi Financial Group first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's McDonald's position peaked at $5.3M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.