CGC Financial Services’s McDonald's MCD Stock Holding History

CGC Financial 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	$122K	Hold	450	–	–	0.03%	91
2026 Q1	$140K	Buy	450 +100	+29%	+$31.9K	0.04%	80
2025 Q4	$107K	Hold	350	–	–	0.03%	94
2025 Q3	$106K	Hold	350	–	–	0.03%	91
2025 Q2	$102K	Hold	350	–	–	0.03%	89
2025 Q1	$109K	Hold	350	–	–	0.04%	73
2024 Q4	$101K	Hold	350	–	–	0.04%	77
2024 Q3	$107K	Buy	350 +66	+23%	+$18.2K	0.04%	70
2024 Q2	$72.4K	Hold	284	–	–	0.03%	82
2024 Q1	$80.1K	Hold	284	–	–	0.04%	80
2023 Q4	$84.2K	Hold	284	–	–	0.04%	83
2023 Q3	$74.8K	Hold	284	–	–	0.05%	72
2023 Q2	$84.7K	Buy	+284	New	+$82.5K	0.06%	70

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CGC Financial Services's MCD Position: Q2 2026 in Review

CGC Financial Services held its McDonald's (MCD) position steady in Q2 2026 at 450 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #91.

CGC Financial Services first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $140K in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

CGC Financial Services held 450 shares of McDonald's worth $122K as of Q2 2026.
CGC Financial Services left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.03% of CGC Financial Services's portfolio in Q2 2026, its #91 holding.
CGC Financial Services first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's McDonald's position peaked at $140K in Q1 2026.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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