COMPASS FINANCIAL MANAGEMENT LLC’s McDonald's MCD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$117K	Buy	+434	New	+$124K	0.01%	527

Other funds holding MCD

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

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

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MCD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in McDonald's (MCD) in Q2 2026: 434 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings.

2,919 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 434 shares of McDonald's worth $117K as of Q2 2026.
McDonald's was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
McDonald's made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #527 holding.
2,919 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.