Coyle Financial Counsel’s McDonald's MCD Stock Holding History

Coyle Financial Counsel’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	$899K	Buy	3,325 +1,079	+48%	+$309K	0.16%	52
2026 Q1	$698K	Buy	2,246 +31	+1%	+$9.88K	0.15%	53
2025 Q4	$677K	Buy	2,215 +6	+0.3%	+$1.84K	0.14%	56
2025 Q3	$671K	Buy	2,209 +67	+3%	+$20.4K	0.15%	55
2025 Q2	$626K	Buy	2,142 +2	+0.1%	+$617	0.17%	53
2025 Q1	$668K	Buy	2,140 +8	+0.4%	+$2.39K	0.2%	48
2024 Q4	$618K	Buy	2,132 +3	+0.1%	+$895	0.2%	51
2024 Q3	$543K	Sell	2,129 -48	-2%	-$13.2K	0.19%	50
2024 Q2	$614K	Hold	2,177	–	–	0.22%	47
2024 Q1	$614K	Buy	2,177 +45	+2%	+$13.1K	0.22%	47
2023 Q4	$632K	Sell	2,132 -1	-0%	-$272	0.24%	47
2023 Q3	$562K	Hold	2,133	–	–	0.24%	47
2023 Q2	$637K	Hold	2,133	–	–	0.29%	45
2023 Q1	$596K	Buy	2,133 +100	+5%	+$26.8K	0.27%	44
2022 Q4	$536K	Hold	2,033	–	–	0.26%	42
2022 Q3	$469K	Hold	2,033	–	–	0.31%	41
2022 Q2	$502K	Sell	2,033 -42	-2%	-$10.3K	0.27%	45
2022 Q1	$513K	Hold	2,075	–	–	0.27%	46
2021 Q4	$556K	Buy	2,075 +205	+11%	+$51.8K	0.33%	44
2021 Q3	$451K	Buy	+1,870	New	+$446K	0.26%	46
2018 Q3	–	Sell	-666	Closed	-$104K	–	193
2018 Q2	$104K	Buy	+666	New	+$108K	0.1%	57

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Coyle Financial Counsel's MCD Position: Q2 2026 in Review

Coyle Financial Counsel increased its McDonald's (MCD) stake by 48% in Q2 2026, buying an estimated $309K and bringing the position to 3,325 shares worth $899K. The position accounts for 0.16% of the portfolio, ranked #52.

Coyle Financial Counsel first reported a position in MCD in Q2 2018 and has held it in 21 quarters since. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Coyle Financial Counsel held 3,325 shares of McDonald's worth $899K as of Q2 2026.
Coyle Financial Counsel bought 1,079 McDonald's shares in Q2 2026, an estimated $309K.
McDonald's made up 0.16% of Coyle Financial Counsel's portfolio in Q2 2026, its #52 holding.
Coyle Financial Counsel first reported a position in McDonald's in Q2 2018 and has held it in 21 quarters since.
3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.