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

Brown 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	$1.41M	Sell	5,214 -349	-6%	-$100K	0.49%	64
2026 Q1	$1.73M	Sell	5,563 -386	-6%	-$123K	0.65%	44
2025 Q4	$1.82M	Sell	5,949 -72	-1%	-$22.1K	0.67%	52
2025 Q3	$1.83M	Sell	6,021 -13	-0.2%	-$3.96K	0.68%	53
2025 Q2	$1.76M	Buy	6,034 +280	+5%	+$86.3K	0.69%	52
2025 Q1	$1.8M	Buy	5,754 +116	+2%	+$34.7K	0.74%	46
2024 Q4	$1.63M	Sell	5,638 -125	-2%	-$37.3K	0.66%	46
2024 Q3	$1.75M	Sell	5,763 -564	-9%	-$155K	0.72%	45
2024 Q2	$1.61M	Buy	+6,327	New	+$1.68M	0.72%	42

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

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

Brown Financial Advisors reduced its McDonald's (MCD) stake by 6.3% in Q2 2026, selling an estimated $100K and leaving 5,214 shares worth $1.41M. The position accounts for 0.49% of the portfolio, ranked #64.

Brown Financial Advisors first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q3 2025. 3,455 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Brown Financial Advisors held 5,214 shares of McDonald's worth $1.41M as of Q2 2026.
Brown Financial Advisors sold 349 McDonald's shares in Q2 2026, an estimated $100K.
McDonald's made up 0.49% of Brown Financial Advisors's portfolio in Q2 2026, its #64 holding.
Brown Financial Advisors first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's McDonald's position peaked at $1.83M in Q3 2025.
3,455 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.