Compass Financial Group (South Dakota)’s McDonald's MCD Stock Holding History

Compass Financial Group (South Dakota)’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	$309K	Hold	1,144	–	–	0.04%	88
2026 Q1	$355K	Sell	1,144 -8	-0.7%	-$2.55K	0.05%	74
2025 Q4	$352K	Hold	1,152	–	–	0.05%	71
2025 Q3	$350K	Buy	1,152 +1	+0.1%	+$304	0.05%	70
2025 Q2	$336K	Hold	1,151	–	–	0.06%	67
2025 Q1	$360K	Hold	1,151	–	–	0.07%	65
2024 Q4	$334K	Hold	1,151	–	–	0.06%	68
2024 Q3	$351K	Sell	1,151 -81	-7%	-$22.3K	0.07%	66
2024 Q2	$314K	Buy	1,232 +43	+4%	+$11.4K	0.07%	67
2024 Q1	$335K	Hold	1,189	–	–	0.08%	64
2023 Q4	$352K	Buy	1,189 +1	+0.1%	+$272	0.09%	61
2023 Q3	$313K	Sell	1,188 -1	-0.1%	-$285	0.09%	65
2023 Q2	$355K	Hold	1,189	–	–	0.11%	62
2023 Q1	$332K	Buy	1,189 +1	+0.1%	+$268	0.11%	59
2022 Q4	$313K	Buy	+1,188	New	+$313K	0.11%	60

Other funds holding MCD

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Compass Financial Group (South Dakota)'s MCD Position: Q2 2026 in Review

Compass Financial Group (South Dakota) held its McDonald's (MCD) position steady in Q2 2026 at 1,144 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #88.

Compass Financial Group (South Dakota) first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $360K in Q1 2025. 2,163 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Compass Financial Group (South Dakota) held 1,144 shares of McDonald's worth $309K as of Q2 2026.
Compass Financial Group (South Dakota) left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.04% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #88 holding.
Compass Financial Group (South Dakota) first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Compass Financial Group (South Dakota)'s McDonald's position peaked at $360K in Q1 2025.
2,163 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.