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Cascade Financial Partners’s McDonald's MCD Stock Holding History

Cascade Financial Partners’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 		$576K Sell
2,132
-209
-9% -$59.9K 0.05% 167
2026
Q1 		$728K Sell
2,341
-790
-25% -$252K 0.08% 141
2025
Q4 		$957K Buy
3,131
+232
+8% +$71.1K 0.1% 119
2025
Q3 		$881K Sell
2,899
-35
-1% -$10.7K 0.1% 124
2025
Q2 		$857K Buy
2,934
+60
+2% +$18.5K 0.1% 122
2025
Q1 		$898K Buy
2,874
+198
+7% +$59.2K 0.11% 109
2024
Q4 		$776K Buy
2,676
+16
+0.6% +$4.77K 0.1% 117
2024
Q3 		$837K Buy
2,660
+35
+1% +$9.65K 0.1% 109
2024
Q2 		$669K Sell
2,625
-304
-10% -$80.7K 0.09% 121
2024
Q1 		$783K Buy
+2,929
New +$852K 0.11% 114

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

Cascade Financial Partners's MCD Position: Q2 2026 in Review

Cascade Financial Partners reduced its McDonald's (MCD) stake by 8.9% in Q2 2026, selling an estimated $59.9K and leaving 2,132 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #167.

Cascade Financial Partners first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $957K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cascade Financial Partners held 2,132 shares of McDonald's worth $576K as of Q2 2026.
  • Cascade Financial Partners sold 209 McDonald's shares in Q2 2026, an estimated $59.9K.
  • McDonald's made up 0.05% of Cascade Financial Partners's portfolio in Q2 2026, its #167 holding.
  • Cascade Financial Partners first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's McDonald's position peaked at $957K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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