Cambridge Financial Group (Arizona)’s McDonald's MCD Stock Holding History

Cambridge Financial Group (Arizona)’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	$373K	Sell	1,381 -123	-8%	-$35.3K	0.12%	118
2026 Q1	$467K	Buy	1,504 +160	+12%	+$51K	0.16%	108
2025 Q4	$390K	Sell	1,344 -45	-3%	-$13.8K	0.14%	117
2025 Q3	$422K	Sell	1,389 -49	-3%	-$14.9K	0.14%	117
2025 Q2	$420K	Sell	1,438 -109	-7%	-$33.6K	0.16%	93
2025 Q1	$483K	Buy	1,547 +94	+6%	+$28.1K	0.2%	86
2024 Q4	$421K	Buy	1,453 +32	+2%	+$9.54K	0.18%	83
2024 Q3	$433K	Buy	1,421 +66	+5%	+$18.2K	0.18%	82
2024 Q2	$345K	Sell	1,355 -315	-19%	-$83.6K	0.16%	90
2024 Q1	$471K	Sell	1,670 -99	-6%	-$28.8K	0.22%	74
2023 Q4	$525K	Buy	+1,769	New	+$481K	0.27%	68

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Cambridge Financial Group (Arizona)'s MCD Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its McDonald's (MCD) stake by 8.2% in Q2 2026, selling an estimated $35.3K and leaving 1,381 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #118.

Cambridge Financial Group (Arizona) first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $525K in Q4 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cambridge Financial Group (Arizona) held 1,381 shares of McDonald's worth $373K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 123 McDonald's shares in Q2 2026, an estimated $35.3K.
McDonald's made up 0.12% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #118 holding.
Cambridge Financial Group (Arizona) first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s McDonald's position peaked at $525K in Q4 2023.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.