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Churchill Financial Advisors’s McDonald's MCD Stock Holding History

Churchill Financial Advisors’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 		$5.48M Sell
20,285
-4,673
-19% -$1.34M 1.06% 24
2026
Q1 		$7.76M Buy
24,958
+8,848
+55% +$2.82M 1.63% 15
2025
Q4 		$4.92M Buy
+16,110
New +$4.93M 1.5% 15

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

Churchill Financial Advisors's MCD Position: Q2 2026 in Review

Churchill Financial Advisors reduced its McDonald's (MCD) stake by 19% in Q2 2026, selling an estimated $1.34M and leaving 20,285 shares worth $5.48M. The position accounts for 1.06% of the portfolio, ranked #24.

Churchill Financial Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.76M in Q1 2026. 3,454 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Churchill Financial Advisors held 20,285 shares of McDonald's worth $5.48M as of Q2 2026.
  • Churchill Financial Advisors sold 4,673 McDonald's shares in Q2 2026, an estimated $1.34M.
  • McDonald's made up 1.06% of Churchill Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Churchill Financial Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Churchill Financial Advisors's McDonald's position peaked at $7.76M in Q1 2026.
  • 3,454 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.