Black Diamond Financial’s McDonald's MCD Stock Holding History

Black Diamond Financial’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	–	Sell	-686	Closed	-$213K	–	202
2026 Q1	$213K	Buy	686 +6	+0.9%	+$1.91K	0.02%	176
2025 Q4	$208K	Buy	680 +1	+0.1%	+$306	0.02%	170
2025 Q3	$206K	Buy	+679	New	+$207K	0.02%	158
2025 Q2	–	Sell	-696	Closed	-$217K	–	151
2025 Q1	$217K	Buy	+696	New	+$208K	0.03%	137
2024 Q4	–	Sell	-675	Closed	-$205K	–	150
2024 Q3	$205K	Buy	+675	New	+$186K	0.03%	139

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

Black Diamond Financial's MCD Position: Q2 2026 in Review

Black Diamond Financial sold out of McDonald's (MCD) in Q2 2026, closing a stake of 686 shares — an estimated $213K sold.

Black Diamond Financial first reported a position in MCD in Q3 2024 and held it in 5 quarters. The position peaked at $217K in Q1 2025. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Black Diamond Financial reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Black Diamond Financial sold 686 McDonald's shares in Q2 2026, an estimated $213K.
Black Diamond Financial first reported a position in McDonald's in Q3 2024 and held it in 5 quarters.
Black Diamond Financial's McDonald's position peaked at $217K in Q1 2025.
3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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