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

Carter 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	$286K	Buy	1,058 +81	+8%	+$23.2K	0.15%	100
2026 Q1	$304K	Buy	977 +9	+0.9%	+$2.87K	0.19%	87
2025 Q4	$296K	Buy	968 +1	+0.1%	+$306	0.18%	92
2025 Q3	$294K	Sell	967 -56	-5%	-$17K	0.18%	85
2025 Q2	$299K	Buy	+1,023	New	+$315K	0.2%	81
2022 Q1	$398K	Buy	+1,609	New	+$401K	0.53%	24

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carter Financial Group increased its McDonald's (MCD) stake by 8.3% in Q2 2026, buying an estimated $23.2K and bringing the position to 1,058 shares worth $286K. The position accounts for 0.15% of the portfolio, ranked #100.

Carter Financial Group first reported a position in MCD in Q1 2022 and has held it in 6 quarters since. The position peaked at $398K in Q1 2022. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Carter Financial Group held 1,058 shares of McDonald's worth $286K as of Q2 2026.
Carter Financial Group bought 81 McDonald's shares in Q2 2026, an estimated $23.2K.
McDonald's made up 0.15% of Carter Financial Group's portfolio in Q2 2026, its #100 holding.
Carter Financial Group first reported a position in McDonald's in Q1 2022 and has held it in 6 quarters since.
Carter Financial Group's McDonald's position peaked at $398K in Q1 2022.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.