COFG Advisors’s McDonald's MCD Stock Holding History

COFG 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	$1.78M	Buy	6,601 +2,670	+68%	+$766K	0.31%	59
2026 Q1	$1.22M	Buy	3,931 +32	+0.8%	+$10.2K	0.3%	61
2025 Q4	$1.19M	Buy	+3,899	New	+$1.19M	0.29%	63

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

COFG Advisors's MCD Position: Q2 2026 in Review

COFG Advisors increased its McDonald's (MCD) stake by 68% in Q2 2026, buying an estimated $766K and bringing the position to 6,601 shares worth $1.78M. The position accounts for 0.31% of the portfolio, ranked #59.

COFG Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

COFG Advisors held 6,601 shares of McDonald's worth $1.78M as of Q2 2026.
COFG Advisors bought 2,670 McDonald's shares in Q2 2026, an estimated $766K.
McDonald's made up 0.31% of COFG Advisors's portfolio in Q2 2026, its #59 holding.
COFG Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.