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Copley Financial Group’s McDonald's MCD Stock Holding History

Copley Financial Group’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 		$291K Sell
1,075
-529
-33% -$152K 0.18% 80
2026
Q1 		$499K Sell
1,604
-116
-7% -$37K 0.3% 49
2025
Q4 		$526K Sell
1,720
-103
-6% -$31.5K 0.33% 45
2025
Q3 		$554K Sell
1,823
-55
-3% -$16.7K 0.38% 43
2025
Q2 		$549K Sell
1,878
-249
-12% -$76.8K 0.41% 43
2025
Q1 		$664K Sell
2,127
-40
-2% -$12K 0.51% 36
2024
Q4 		$628K Sell
2,167
-79
-4% -$23.6K 0.48% 37
2024
Q3 		$684K Buy
+2,246
New +$619K 0.62% 26

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Copley Financial Group's MCD Position: Q2 2026 in Review

Copley Financial Group reduced its McDonald's (MCD) stake by 33% in Q2 2026, selling an estimated $152K and leaving 1,075 shares worth $291K. The position accounts for 0.18% of the portfolio, ranked #80.

Copley Financial Group first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $684K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Copley Financial Group held 1,075 shares of McDonald's worth $291K as of Q2 2026.
  • Copley Financial Group sold 529 McDonald's shares in Q2 2026, an estimated $152K.
  • McDonald's made up 0.18% of Copley Financial Group's portfolio in Q2 2026, its #80 holding.
  • Copley Financial Group first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's McDonald's position peaked at $684K in Q3 2024.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.