Cooper Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $586K | Sell |
2,167
-376
| -15% | -$108K | 0.05% | 243 |
|
|
2026
Q1 | $790K | Buy |
2,543
+509
| +25% | +$162K | 0.08% | 192 |
|
|
2025
Q4 | $622K | Buy |
2,034
+478
| +31% | +$146K | 0.07% | 207 |
|
|
2025
Q3 | $473K | Buy |
1,556
+136
| +10% | +$41.4K | 0.05% | 246 |
|
|
2025
Q2 | $415K | Sell |
1,420
-848
| -37% | -$261K | 0.05% | 258 |
|
|
2025
Q1 | $709K | Buy |
2,268
+258
| +13% | +$77.2K | 0.09% | 189 |
|
|
2024
Q4 | $583K | Buy |
2,010
+38
| +2% | +$11.3K | 0.07% | 219 |
|
|
2024
Q3 | $600K | Sell |
1,972
-1,406
| -42% | -$388K | 0.08% | 219 |
|
|
2024
Q2 | $861K | Buy |
3,378
+892
| +36% | +$237K | 0.13% | 144 |
|
|
2024
Q1 | $701K | Sell |
2,486
-78
| -3% | -$22.7K | 0.12% | 166 |
|
|
2023
Q4 | $760K | Sell |
2,564
-124
| -5% | -$33.7K | 0.14% | 142 |
|
|
2023
Q3 | $708K | Buy |
2,688
+262
| +11% | +$74.7K | 0.17% | 134 |
|
|
2023
Q2 | $724K | Buy |
2,426
+266
| +12% | +$77.3K | 0.18% | 135 |
|
|
2023
Q1 | $604K | Sell |
2,160
-51
| -2% | -$13.7K | 0.16% | 143 |
|
|
2022
Q4 | $583K | Buy |
2,211
+170
| +8% | +$44.8K | 0.18% | 130 |
|
|
2022
Q3 | $471K | Buy |
2,041
+1,155
| +130% | +$295K | 0.17% | 128 |
|
|
2022
Q2 | $219K | Buy |
+886
| New | +$218K | 0.08% | 233 |
|
|
2021
Q4 | – | Sell |
-2,594
| Closed | -$625K | – | 258 |
|
|
2021
Q3 | $625K | Buy |
2,594
+7
| +0.3% | +$1.67K | 0.13% | 109 |
|
|
2021
Q2 | $597K | Buy |
2,587
+3
| +0.1% | +$698 | 0.12% | 106 |
|
|
2021
Q1 | $579K | Sell |
2,584
-633
| -20% | -$135K | 0.13% | 110 |
|
|
2020
Q4 | $690K | Buy |
3,217
+850
| +36% | +$185K | 0.14% | 123 |
|
|
2020
Q3 | $520K | Sell |
2,367
-213
| -8% | -$43.7K | 0.15% | 99 |
|
|
2020
Q2 | $476K | Sell |
2,580
-249
| -9% | -$45.7K | 0.15% | 99 |
|
|
2020
Q1 | $468K | Buy |
2,829
+262
| +10% | +$51.6K | 0.2% | 74 |
|
|
2019
Q4 | $507K | Buy |
2,567
+323
| +14% | +$64.1K | 0.2% | 72 |
|
|
2019
Q3 | $482K | Buy |
2,244
+61
| +3% | +$13.1K | 0.22% | 65 |
|
|
2019
Q2 | $453K | Sell |
2,183
-165
| -7% | -$32.7K | 0.22% | 71 |
|
|
2019
Q1 | $446K | Buy |
2,348
+98
| +4% | +$17.8K | 0.25% | 61 |
|
|
2018
Q4 | $399K | Buy |
+2,250
| New | +$399K | 0.27% | 58 |
|
Other funds holding MCD
Cooper Financial Group's MCD Position: Q2 2026 in Review
Cooper Financial Group reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $108K and leaving 2,167 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #243.
Cooper Financial Group first reported a position in MCD in Q4 2018 and has held it in 29 quarters since. The position peaked at $861K in Q2 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Cooper Financial Group held 2,167 shares of McDonald's worth $586K as of Q2 2026.
- Cooper Financial Group sold 376 McDonald's shares in Q2 2026, an estimated $108K.
- McDonald's made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #243 holding.
- Cooper Financial Group first reported a position in McDonald's in Q4 2018 and has held it in 29 quarters since.
- Cooper Financial Group's McDonald's position peaked at $861K in Q2 2024.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.