Compass Financial Management’s McDonald's MCD Stock Holding History

Compass Financial Management’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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Compass Financial Management's MCD Position: Q2 2026 in Review

Compass Financial Management 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.

3,321 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Compass Financial Management held 434 shares of McDonald's worth $117K as of Q2 2026.
McDonald's was a new Compass Financial Management position in Q2 2026.
McDonald's made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #527 holding.
3,321 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.