Convergence Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Other funds holding MCD
Convergence Financial's MCD Position: Q2 2026 in Review
Convergence Financial reduced its McDonald's (MCD) stake by 24% in Q2 2026, selling an estimated $171K and leaving 1,927 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #171.
Convergence Financial first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $782K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Convergence Financial held 1,927 shares of McDonald's worth $521K as of Q2 2026.
- Convergence Financial sold 595 McDonald's shares in Q2 2026, an estimated $171K.
- McDonald's made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #171 holding.
- Convergence Financial first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
- Convergence Financial's McDonald's position peaked at $782K in Q1 2026.
- 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.