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

Carr 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 		$371K Buy
1,372
+9
+0.7% +$2.58K 0.09% 131
2026
Q1 		$423K Buy
1,363
+161
+13% +$51.3K 0.11% 107
2025
Q4 		$367K Sell
1,202
-32
-3% -$9.8K 0.1% 128
2025
Q3 		$375K Buy
1,234
+7
+0.6% +$2.13K 0.1% 122
2025
Q2 		$359K Buy
1,227
+3
+0.2% +$925 0.11% 125
2025
Q1 		$382K Buy
1,224
+5
+0.4% +$1.5K 0.13% 111
2024
Q4 		$353K Buy
1,219
+243
+25% +$72.5K 0.11% 135
2024
Q3 		$297K Buy
976
+3
+0.3% +$827 0.09% 158
2024
Q2 		$248K Sell
973
-27
-3% -$7.16K 0.08% 166
2024
Q1 		$282K Sell
1,000
-5
-0.5% -$1.45K 0.09% 152
2023
Q4 		$298K Hold
1,005
– – 0.11% 131
2023
Q3 		$269K Hold
1,005
– – 0.11% 135
2023
Q2 		$300K Buy
1,005
+19
+2% +$5.52K 0.12% 133
2023
Q1 		$276K Sell
986
-200
-17% -$53.6K 0.12% 132
2022
Q4 		$313K Buy
+1,186
New +$313K 0.16% 120

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Carr Financial Group increased its McDonald's (MCD) stake by 0.66% in Q2 2026, buying an estimated $2.58K and bringing the position to 1,372 shares worth $371K. The position accounts for 0.09% of the portfolio, ranked #131.

Carr Financial Group first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $423K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Carr Financial Group held 1,372 shares of McDonald's worth $371K as of Q2 2026.
  • Carr Financial Group bought 9 McDonald's shares in Q2 2026, an estimated $2.58K.
  • McDonald's made up 0.09% of Carr Financial Group's portfolio in Q2 2026, its #131 holding.
  • Carr Financial Group first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's McDonald's position peaked at $423K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.