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CDM Financial Counseling Services’s McDonald's MCD Stock Holding History

CDM Financial Counseling Services’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 		$645K Sell
2,385
-426
-15% -$122K 0.56% 38
2026
Q1 		$827K Buy
2,811
+1
+0% +$319 0.79% 29
2025
Q4 		$859K Buy
+2,810
New +$861K 0.8% 28

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

CDM Financial Counseling Services's MCD Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $122K and leaving 2,385 shares worth $645K. The position accounts for 0.56% of the portfolio, ranked #38.

CDM Financial Counseling Services first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $859K in Q4 2025. 3,456 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CDM Financial Counseling Services held 2,385 shares of McDonald's worth $645K as of Q2 2026.
  • CDM Financial Counseling Services sold 426 McDonald's shares in Q2 2026, an estimated $122K.
  • McDonald's made up 0.56% of CDM Financial Counseling Services's portfolio in Q2 2026, its #38 holding.
  • CDM Financial Counseling Services first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's McDonald's position peaked at $859K in Q4 2025.
  • 3,456 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.