CFS Investment Advisory Services’s McDonald's MCD Stock Holding History

CFS Investment Advisory 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	$2.32M	Sell	8,261 -352	-4%	-$101K	0.15%	120
2026 Q1	$2.68M	Sell	8,613 -14	-0.2%	-$4.46K	0.18%	105
2025 Q4	$2.64M	Buy	8,627 +193	+2%	+$59.1K	0.19%	102
2025 Q3	$2.58M	Buy	8,434 +224	+3%	+$68.2K	0.19%	101
2025 Q2	$2.4M	Sell	8,210 -96	-1%	-$29.6K	0.2%	98
2025 Q1	$2.6M	Sell	8,306 -165	-2%	-$49.4K	0.23%	88
2024 Q4	$2.46M	Buy	8,471 +154	+2%	+$45.9K	0.22%	87
2024 Q3	$2.53M	Sell	8,317 -7,733	-48%	-$2.13M	0.21%	88
2024 Q2	$4.09M	Buy	+16,050	New	+$4.26M	0.33%	61
2023 Q3	–	Sell	-8,432	Closed	-$2.52M	–	214
2023 Q2	$2.52M	Buy	+8,432	New	+$2.45M	0.32%	58
2022 Q3	–	Sell	-8,221	Closed	-$2.03M	–	314
2022 Q2	$2.03M	Sell	8,221 -2,051,374	-100%	-$505M	0.31%	69
2022 Q1	$8K	Buy	2,059,595 +2,051,261	+24,613%	+$511M	0.03%	173
2021 Q4	$2.16M	Sell	8,334 -390	-4%	-$98.5K	0.29%	72
2021 Q3	$2.1M	Buy	+8,724	New	+$2.08M	0.29%	77
2020 Q4	$1.95M	Buy	+9,098	New	+$1.98M	0.31%	79

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CFS Investment Advisory Services's MCD Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its McDonald's (MCD) stake by 4.1% in Q2 2026, selling an estimated $101K and leaving 8,261 shares worth $2.32M. The position accounts for 0.15% of the portfolio, ranked #120.

CFS Investment Advisory Services first reported a position in MCD in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.09M in Q2 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

CFS Investment Advisory Services held 8,261 shares of McDonald's worth $2.32M as of Q2 2026.
CFS Investment Advisory Services sold 352 McDonald's shares in Q2 2026, an estimated $101K.
McDonald's made up 0.15% of CFS Investment Advisory Services's portfolio in Q2 2026, its #120 holding.
CFS Investment Advisory Services first reported a position in McDonald's in Q4 2020 and has held it in 15 quarters since.
CFS Investment Advisory Services's McDonald's position peaked at $4.09M in Q2 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.