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

Catalyst 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 		$1.11M Sell
4,124
-12
-0.3% -$3.44K 0.11% 108
2026
Q1 		$1.29M Buy
4,136
+129
+3% +$41.1K 0.15% 84
2025
Q4 		$1.22M Buy
4,007
+144
+4% +$44.1K 0.14% 80
2025
Q3 		$1.17M Buy
3,863
+153
+4% +$46.6K 0.14% 75
2025
Q2 		$1.08M Sell
3,710
-19
-0.5% -$5.86K 0.12% 73
2025
Q1 		$1.16M Buy
3,729
+181
+5% +$54.1K 0.21% 55
2024
Q4 		$1.03M Buy
3,548
+233
+7% +$69.5K 0.19% 62
2024
Q3 		$1.01M Buy
3,315
+316
+11% +$87.1K 0.2% 67
2024
Q2 		$764K Sell
2,999
-138
-4% -$36.6K 0.17% 78
2024
Q1 		$847K Buy
3,137
+77
+3% +$22.4K 0.22% 65
2023
Q4 		$907K Sell
3,060
-80
-3% -$21.8K 0.26% 51
2023
Q3 		$827K Buy
3,140
+209
+7% +$59.6K 0.27% 52
2023
Q2 		$875K Buy
2,931
+359
+14% +$104K 0.31% 46
2023
Q1 		$719K Buy
2,572
+451
+21% +$121K 0.31% 52
2022
Q4 		$559K Buy
+2,121
New +$560K 0.29% 55

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 $3.38T AUM 44.17% 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

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

Catalyst Financial Partners reduced its McDonald's (MCD) stake by 0.29% in Q2 2026, selling an estimated $3.44K and leaving 4,124 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #108.

Catalyst Financial Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Catalyst Financial Partners held 4,124 shares of McDonald's worth $1.11M as of Q2 2026.
  • Catalyst Financial Partners sold 12 McDonald's shares in Q2 2026, an estimated $3.44K.
  • McDonald's made up 0.11% of Catalyst Financial Partners's portfolio in Q2 2026, its #108 holding.
  • Catalyst Financial Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's McDonald's position peaked at $1.29M in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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