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

Certior 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 		$436K Buy
1,612
+82
+5% +$23.5K 0.24% 85
2026
Q1 		$476K Buy
1,530
+71
+5% +$22.6K 0.3% 64
2025
Q4 		$446K Buy
1,459
+108
+8% +$33.1K 0.3% 67
2025
Q3 		$411K Sell
1,351
-96
-7% -$29.2K 0.27% 79
2025
Q2 		$423K Buy
1,447
+80
+6% +$24.7K 0.32% 70
2025
Q1 		$427K Buy
1,367
+35
+3% +$10.5K 0.35% 65
2024
Q4 		$386K Buy
+1,332
New +$397K 0.33% 75

Other funds holding MCD

Swedbank
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Certior Financial Group increased its McDonald's (MCD) stake by 5.4% in Q2 2026, buying an estimated $23.5K and bringing the position to 1,612 shares worth $436K. The position accounts for 0.24% of the portfolio, ranked #85.

Certior Financial Group first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $476K in Q1 2026. 1,477 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Certior Financial Group held 1,612 shares of McDonald's worth $436K as of Q2 2026.
  • Certior Financial Group bought 82 McDonald's shares in Q2 2026, an estimated $23.5K.
  • McDonald's made up 0.24% of Certior Financial Group's portfolio in Q2 2026, its #85 holding.
  • Certior Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Certior Financial Group's McDonald's position peaked at $476K in Q1 2026.
  • 1,477 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.