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Chancellor Financial Group WB’s McDonald's MCD Stock Holding History

Chancellor Financial Group WB’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 		$875K Buy
3,237
+374
+13% +$107K 0.54% 39
2026
Q1 		$890K Buy
2,863
+11
+0.4% +$3.5K 0.63% 37
2025
Q4 		$872K Hold
2,852
– – 0.59% 35
2025
Q3 		$867K Hold
2,852
– – 0.61% 36
2025
Q2 		$833K Buy
2,852
+40
+1% +$12.3K 0.64% 36
2025
Q1 		$878K Buy
2,812
+550
+24% +$165K 0.73% 30
2024
Q4 		$656K Buy
+2,262
New +$675K 0.53% 42

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

Chancellor Financial Group WB's MCD Position: Q2 2026 in Review

Chancellor Financial Group WB increased its McDonald's (MCD) stake by 13% in Q2 2026, buying an estimated $107K and bringing the position to 3,237 shares worth $875K. The position accounts for 0.54% of the portfolio, ranked #39.

Chancellor Financial Group WB first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $890K in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Chancellor Financial Group WB held 3,237 shares of McDonald's worth $875K as of Q2 2026.
  • Chancellor Financial Group WB bought 374 McDonald's shares in Q2 2026, an estimated $107K.
  • McDonald's made up 0.54% of Chancellor Financial Group WB's portfolio in Q2 2026, its #39 holding.
  • Chancellor Financial Group WB first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's McDonald's position peaked at $890K in Q1 2026.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.