Bedel Financial Consulting’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.89M | Sell |
6,974
-144
| -2% | -$41.3K | 0.18% | 68 |
|
|
2026
Q1 | $2.21M | Sell |
7,118
-13
| -0.2% | -$4.14K | 0.25% | 54 |
|
|
2025
Q4 | $2.18M | Buy |
7,131
+307
| +4% | +$94K | 0.23% | 53 |
|
|
2025
Q3 | $2.07M | Buy |
6,824
+152
| +2% | +$46.3K | 0.26% | 53 |
|
|
2025
Q2 | $1.95M | Sell |
6,672
-29
| -0.4% | -$8.94K | 0.27% | 53 |
|
|
2025
Q1 | $2.12M | Buy |
6,701
+1,020
| +18% | +$305K | 0.3% | 44 |
|
|
2024
Q4 | $1.64M | Sell |
5,681
-75
| -1% | -$22.4K | 0.23% | 58 |
|
|
2024
Q3 | $1.75M | Buy |
5,756
+450
| +8% | +$124K | 0.25% | 51 |
|
|
2024
Q2 | $1.35M | Buy |
5,306
+27
| +0.5% | +$7.16K | 0.2% | 62 |
|
|
2024
Q1 | $1.49M | Sell |
5,279
-1
| -0% | -$291 | 0.23% | 55 |
|
|
2023
Q4 | $1.57M | Buy |
5,280
+82
| +2% | +$22.3K | 0.29% | 44 |
|
|
2023
Q3 | $1.37M | Buy |
5,198
+1
| +0% | +$285 | 0.28% | 50 |
|
|
2023
Q2 | $1.55M | Buy |
5,197
+58
| +1% | +$16.9K | 0.32% | 44 |
|
|
2023
Q1 | $1.44M | Buy |
5,139
+5
| +0.1% | +$1.34K | 0.35% | 41 |
|
|
2022
Q4 | $1.35M | Buy |
5,134
+5
| +0.1% | +$1.32K | 0.34% | 44 |
|
|
2022
Q3 | $1.42M | Sell |
5,129
-284
| -5% | -$72.6K | 0.38% | 39 |
|
|
2022
Q2 | $1.34M | Sell |
5,413
-47
| -0.9% | -$11.6K | 0.39% | 34 |
|
|
2022
Q1 | $1.35M | Buy |
5,460
+18
| +0.3% | +$4.48K | 0.42% | 29 |
|
|
2021
Q4 | $1.46M | Buy |
5,442
+405
| +8% | +$102K | 0.45% | 26 |
|
|
2021
Q3 | $1.21M | Sell |
5,037
-299
| -6% | -$71.4K | 0.42% | 31 |
|
|
2021
Q2 | $1.23M | Buy |
5,336
+271
| +5% | +$63.1K | 0.43% | 31 |
|
|
2021
Q1 | $1.14M | Sell |
5,065
-46
| -0.9% | -$9.84K | 0.44% | 29 |
|
|
2020
Q4 | $1.1M | Sell |
5,111
-356
| -7% | -$77.4K | 0.49% | 27 |
|
|
2020
Q3 | $1.2M | Buy |
5,467
+3
| +0.1% | +$616 | 0.6% | 24 |
|
|
2020
Q2 | $1.01M | Sell |
5,464
-428
| -7% | -$78.5K | 0.54% | 26 |
|
|
2020
Q1 | $974K | Buy |
5,892
+91
| +2% | +$17.9K | 0.64% | 19 |
|
|
2019
Q4 | $1.15M | Buy |
5,801
+4
| +0.1% | +$793 | 0.65% | 25 |
|
|
2019
Q3 | $1.25M | Buy |
5,797
+45
| +0.8% | +$9.65K | 0.75% | 21 |
|
|
2019
Q2 | $1.19M | Sell |
5,752
-16
| -0.3% | -$3.17K | 0.73% | 23 |
|
|
2019
Q1 | $1.09M | Buy |
5,768
+904
| +19% | +$164K | 0.7% | 25 |
|
|
2018
Q4 | $864K | Buy |
4,864
+4
| +0.1% | +$709 | 0.62% | 30 |
|
|
2018
Q3 | $797K | Buy |
4,860
+18
| +0.4% | +$2.88K | 0.53% | 31 |
|
|
2018
Q2 | $759K | Buy |
4,842
+9
| +0.2% | +$1.46K | 0.56% | 31 |
|
|
2018
Q1 | $756K | Buy |
4,833
+4
| +0.1% | +$658 | 0.57% | 32 |
|
|
2017
Q4 | $831K | Buy |
+4,829
| New | +$811K | 0.75% | 28 |
|
Other funds holding MCD
Bedel Financial Consulting's MCD Position: Q2 2026 in Review
Bedel Financial Consulting reduced its McDonald's (MCD) stake by 2% in Q2 2026, selling an estimated $41.3K and leaving 6,974 shares worth $1.89M. The position accounts for 0.18% of the portfolio, ranked #68.
Bedel Financial Consulting first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.21M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Bedel Financial Consulting held 6,974 shares of McDonald's worth $1.89M as of Q2 2026.
- Bedel Financial Consulting sold 144 McDonald's shares in Q2 2026, an estimated $41.3K.
- McDonald's made up 0.18% of Bedel Financial Consulting's portfolio in Q2 2026, its #68 holding.
- Bedel Financial Consulting first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's McDonald's position peaked at $2.21M in Q1 2026.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.