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

Beto 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	$946K	Buy	3,534 +1,946	+123%	+$558K	0.5%	49
2026 Q1	$451K	Sell	1,588 -72	-4%	-$22.9K	0.26%	81
2025 Q4	$529K	Buy	+1,660	New	+$508K	0.36%	58

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Beto Financial Group increased its McDonald's (MCD) stake by 123% in Q2 2026, buying an estimated $558K and bringing the position to 3,534 shares worth $946K. The position accounts for 0.5% of the portfolio, ranked #49.

Beto Financial Group first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Beto Financial Group held 3,534 shares of McDonald's worth $946K as of Q2 2026.
Beto Financial Group bought 1,946 McDonald's shares in Q2 2026, an estimated $558K.
McDonald's made up 0.5% of Beto Financial Group's portfolio in Q2 2026, its #49 holding.
Beto Financial Group first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.