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Comprehensive Financial Consultants Institutional’s McDonald's MCD Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.58M Buy
5,841
+1,103
+23% +$316K 0.42% 78
2026
Q1 		$1.47M Buy
4,738
+14
+0.3% +$4.46K 0.44% 82
2025
Q4 		$1.44M Sell
4,724
-42
-0.9% -$12.9K 0.44% 78
2025
Q3 		$1.45M Buy
4,766
+10
+0.2% +$3.04K 0.45% 76
2025
Q2 		$1.39M Sell
4,756
-63
-1% -$19.4K 0.46% 75
2025
Q1 		$1.51M Sell
4,819
-51
-1% -$15.3K 0.54% 70
2024
Q4 		$1.41M Sell
4,870
-66
-1% -$19.7K 0.51% 72
2024
Q3 		$1.5M Buy
4,936
+45
+0.9% +$12.4K 0.55% 69
2024
Q2 		$1.25M Buy
4,891
+407
+9% +$108K 0.49% 75
2024
Q1 		$1.26M Buy
4,484
+147
+3% +$42.8K 0.52% 71
2023
Q4 		$1.29M Buy
4,337
+60
+1% +$16.3K 0.6% 70
2023
Q3 		$1.13M Sell
4,277
-40
-0.9% -$11.4K 0.59% 66
2023
Q2 		$1.27M Buy
4,317
+21
+0.5% +$6.1K 0.67% 59
2023
Q1 		$1.2M Buy
4,296
+138
+3% +$37K 0.68% 56
2022
Q4 		$1.11M Buy
4,158
+21
+0.5% +$5.54K 0.67% 54
2022
Q3 		$1.02M Buy
4,137
+235
+6% +$60.1K 0.67% 51
2022
Q2 		$981K Sell
3,902
-11
-0.3% -$2.71K 0.7% 53
2022
Q1 		$981K Sell
3,913
-65
-2% -$16.2K 0.68% 52
2021
Q4 		$992K Buy
+3,978
New +$1M 0.64% 52

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Comprehensive Financial Consultants Institutional's MCD Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its McDonald's (MCD) stake by 23% in Q2 2026, buying an estimated $316K and bringing the position to 5,841 shares worth $1.58M. The position accounts for 0.42% of the portfolio, ranked #78.

Comprehensive Financial Consultants Institutional first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 5,841 shares of McDonald's worth $1.58M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,103 McDonald's shares in Q2 2026, an estimated $316K.
  • McDonald's made up 0.42% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #78 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.