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Collier Financial’s McDonald's MCD Stock Holding History

Collier Financial’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 		$18.9K Hold
70
– – 0.01% 104
2026
Q1 		$21.8K Hold
70
– – 0.02% 99
2025
Q4 		$21.4K Hold
70
– – 0.02% 102
2025
Q3 		$21.3K Buy
+70
New +$21.3K 0.02% 103
2025
Q1 		$31.2K Hold
100
– – 0.03% 87
2024
Q4 		$29K Buy
+100
New +$29.8K 0.03% 80

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

Collier Financial's MCD Position: Q2 2026 in Review

Collier Financial held its McDonald's (MCD) position steady in Q2 2026 at 70 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #104.

Collier Financial first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.2K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Collier Financial held 70 shares of McDonald's worth $18.9K as of Q2 2026.
  • Collier Financial left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.01% of Collier Financial's portfolio in Q2 2026, its #104 holding.
  • Collier Financial first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Collier Financial's McDonald's position peaked at $31.2K in Q1 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.