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Community Financial Services Group’s McDonald's MCD Stock Holding History

Community Financial Services Group’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 		$5.12M Buy
19,021
+893
+5% +$256K 0.75% 41
2026
Q1 		$5.57M Buy
18,128
+205
+1% +$65.3K 0.98% 33
2025
Q4 		$5.48M Sell
17,923
-282
-2% -$86.4K 1.01% 37
2025
Q3 		$5.53M Buy
18,205
+437
+2% +$133K 1.01% 37
2025
Q2 		$5.19M Buy
17,768
+447
+3% +$138K 1.03% 38
2025
Q1 		$5.41M Buy
17,321
+589
+4% +$176K 1.17% 32
2024
Q4 		$4.85M Buy
16,732
+763
+5% +$228K 0.96% 36
2024
Q3 		$4.86M Buy
15,969
+530
+3% +$146K 0.99% 35
2024
Q2 		$3.93M Buy
15,439
+803
+5% +$213K 0.85% 37
2024
Q1 		$4.13M Buy
+14,636
New +$4.26M 0.94% 34
2023
Q3 		$1.1M Buy
+4,180
New +$1.19M 0.28% 55
2021
Q4 		$576K Sell
2,150
-112
-5% -$28.3K 0.14% 73
2021
Q3 		$545K Sell
2,262
-66
-3% -$15.8K 0.15% 75
2021
Q2 		$538K Buy
+2,328
New +$542K 0.15% 73
2015
Q4 		– Sell
-350
Closed -$34K – 155
2015
Q3 		$34K Sell
350
-261
-43% -$25.4K 0.02% 144
2015
Q2 		$58K Sell
611
-64
-9% -$6.19K 0.03% 119
2015
Q1 		$66K Sell
675
-1,923
-74% -$182K 0.03% 112
2014
Q4 		$243K Sell
2,598
-64
-2% -$5.99K 0.11% 72
2014
Q3 		$253K Sell
2,662
-130
-5% -$12.4K 0.13% 66
2014
Q2 		$281K Sell
2,792
-770
-22% -$77.7K 0.14% 64
2014
Q1 		$350K Hold
3,562
– – 0.17% 59
2013
Q4 		$345K Hold
3,562
– – 0.19% 58
2013
Q3 		$343K Hold
3,562
– – 0.19% 58
2013
Q2 		$353K Buy
+3,562
New +$357K 0.21% 56

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Community Financial Services Group's MCD Position: Q2 2026 in Review

Community Financial Services Group increased its McDonald's (MCD) stake by 4.9% in Q2 2026, buying an estimated $256K and bringing the position to 19,021 shares worth $5.12M. The position accounts for 0.75% of the portfolio, ranked #41.

Community Financial Services Group first reported a position in MCD in Q2 2013 and has held it in 24 quarters since. The position peaked at $5.57M in Q1 2026. 710 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Community Financial Services Group held 19,021 shares of McDonald's worth $5.12M as of Q2 2026.
  • Community Financial Services Group bought 893 McDonald's shares in Q2 2026, an estimated $256K.
  • McDonald's made up 0.75% of Community Financial Services Group's portfolio in Q2 2026, its #41 holding.
  • Community Financial Services Group first reported a position in McDonald's in Q2 2013 and has held it in 24 quarters since.
  • Community Financial Services Group's McDonald's position peaked at $5.57M in Q1 2026.
  • 710 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.