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Benedict Financial Advisors’s McDonald's MCD Stock Holding History

Benedict Financial Advisors’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 		$5.67M Sell
20,993
-61
-0.3% -$17.5K 1.1% 23
2026
Q1 		$6.54M Sell
21,054
-744
-3% -$237K 1.36% 18
2025
Q4 		$6.66M Sell
21,798
-138
-0.6% -$42.3K 1.4% 20
2025
Q3 		$6.67M Sell
21,936
-200
-0.9% -$60.9K 1.45% 19
2025
Q2 		$6.47M Buy
22,136
+30
+0.1% +$9.25K 1.47% 20
2025
Q1 		$6.91M Sell
22,106
-29
-0.1% -$8.67K 1.6% 17
2024
Q4 		$6.42M Sell
22,135
-221
-1% -$65.9K 1.56% 16
2024
Q3 		$6.81M Sell
22,356
-1,581
-7% -$436K 1.61% 15
2024
Q2 		$6.1M Sell
23,937
-1,231
-5% -$327K 1.55% 14
2024
Q1 		$7.1M Sell
25,168
-176
-0.7% -$51.2K 1.8% 12
2023
Q4 		$7.51M Sell
25,344
-185
-0.7% -$50.4K 2.05% 7
2023
Q3 		$6.73M Sell
25,529
-267
-1% -$76.2K 1.94% 7
2023
Q2 		$7.7M Sell
25,796
-279
-1% -$81.1K 2.12% 7
2023
Q1 		$7.29M Sell
26,075
-732
-3% -$196K 2.05% 9
2022
Q4 		$7.06M Sell
26,807
-289
-1% -$76.2K 2.1% 9
2022
Q3 		$6.25M Sell
27,096
-321
-1% -$82K 2% 10
2022
Q2 		$6.77M Buy
27,417
+941
+4% +$232K 2% 10
2022
Q1 		$6.55M Sell
26,476
-208
-0.8% -$51.8K 1.75% 12
2021
Q4 		$7.15M Sell
26,684
-519
-2% -$131K 1.87% 8
2021
Q3 		$6.56M Sell
27,203
-238
-0.9% -$56.8K 1.83% 11
2021
Q2 		$6.34M Sell
27,441
-223
-0.8% -$51.9K 1.76% 12
2021
Q1 		$6.2M Buy
27,664
+1,408
+5% +$301K 1.79% 12
2020
Q4 		$5.63M Buy
26,256
+220
+0.8% +$47.8K 2.03% 13
2020
Q3 		$5.71M Buy
26,036
+91
+0.4% +$18.7K 2.2% 11
2020
Q2 		$4.79M Sell
25,945
-116
-0.4% -$21.3K 1.97% 11
2020
Q1 		$4.31M Sell
26,061
-223
-0.8% -$43.9K 2.03% 12
2019
Q4 		$5.19M Sell
26,284
-210
-0.8% -$41.7K 2.02% 10
2019
Q3 		$5.69M Sell
26,494
-901
-3% -$193K 2.33% 7
2019
Q2 		$5.69M Sell
27,395
-673
-2% -$133K 2.37% 7
2019
Q1 		$5.33M Sell
28,068
-835
-3% -$152K 2.31% 7
2018
Q4 		$5.13M Sell
28,903
-516
-2% -$91.5K 2.53% 7
2018
Q3 		$4.92M Sell
29,419
-324
-1% -$51.9K 2.21% 10
2018
Q2 		$4.66M Sell
29,743
-152
-0.5% -$24.6K 2.3% 9
2018
Q1 		$4.67M Sell
29,895
-799
-3% -$131K 2.35% 8
2017
Q4 		$5.28M Sell
30,694
-2,176
-7% -$365K 2.54% 7
2017
Q3 		$5.15M Sell
32,870
-937
-3% -$147K 2.64% 6
2017
Q2 		$5.2M Sell
33,807
-449
-1% -$64.9K 2.71% 6
2017
Q1 		$4.44M Sell
34,256
-72
-0.2% -$9.03K 2.42% 9
2016
Q4 		$4.18M Sell
34,328
-406
-1% -$47.6K 2.41% 7
2016
Q3 		$3.98M Buy
34,734
+106
+0.3% +$12.6K 2.32% 11
2016
Q2 		$4.17M Sell
34,628
-528
-2% -$66.1K 2.44% 10
2016
Q1 		$4.42M Sell
35,156
-228
-0.6% -$27.2K 2.69% 6
2015
Q4 		$4.18M Buy
35,384
+193
+0.5% +$21.6K 2.65% 7
2015
Q3 		$3.47M Buy
35,191
+472
+1% +$46K 2.41% 12
2015
Q2 		$3.37M Buy
34,719
+175
+0.5% +$16.9K 2.19% 15
2015
Q1 		$3.37M Buy
34,544
+563
+2% +$53.4K 2.16% 15
2014
Q4 		$3.19M Buy
+33,981
New +$3.18M 2.09% 17

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Benedict Financial Advisors's MCD Position: Q2 2026 in Review

Benedict Financial Advisors reduced its McDonald's (MCD) stake by 0.29% in Q2 2026, selling an estimated $17.5K and leaving 20,993 shares worth $5.67M. The position accounts for 1.1% of the portfolio, ranked #23.

Benedict Financial Advisors first reported a position in MCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.7M in Q2 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Benedict Financial Advisors held 20,993 shares of McDonald's worth $5.67M as of Q2 2026.
  • Benedict Financial Advisors sold 61 McDonald's shares in Q2 2026, an estimated $17.5K.
  • McDonald's made up 1.1% of Benedict Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Benedict Financial Advisors first reported a position in McDonald's in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's McDonald's position peaked at $7.7M in Q2 2023.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.