Delta Financial Advisors’s McDonald's MCD Stock Holding History

Delta Financial Advisors’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	$1.31M	Hold	4,863	–	–	0.31%	83
2026 Q1	$1.51M	Sell	4,863 -40	-0.8%	-$12.7K	0.39%	69
2025 Q4	$1.5M	Sell	4,903 -110	-2%	-$33.7K	0.39%	69
2025 Q3	$1.52M	Hold	5,013	–	–	0.43%	63
2025 Q2	$1.46M	Sell	5,013 -45	-0.9%	-$13.9K	0.52%	53
2025 Q1	$1.58M	Sell	5,058 -10	-0.2%	-$2.99K	0.59%	53
2024 Q4	$1.47M	Hold	5,068	–	–	0.55%	55
2024 Q3	$1.54M	Sell	5,068 -292	-5%	-$80.5K	0.56%	56
2024 Q2	$1.37M	Hold	5,360	–	–	0.53%	60
2024 Q1	$1.51M	Sell	5,360 -62	-1%	-$18K	0.6%	59
2023 Q4	$1.61M	Sell	5,422 -250	-4%	-$68K	0.7%	49
2023 Q3	$1.49M	Sell	5,672 -10	-0.2%	-$2.85K	0.67%	53
2023 Q2	$1.7M	Buy	5,682 +200	+4%	+$58.1K	0.75%	50
2023 Q1	$1.53M	Hold	5,482	–	–	0.74%	50
2022 Q4	$1.44M	Sell	5,482 -20	-0.4%	-$5.28K	0.7%	51
2022 Q3	$1.27M	Buy	5,502 +132	+2%	+$33.7K	0.67%	54
2022 Q2	$1.33M	Sell	5,370 -70	-1%	-$17.2K	0.66%	55
2022 Q1	$1.34M	Hold	5,440	–	–	0.57%	60
2021 Q4	$1.46M	Hold	5,440	–	–	0.59%	60
2021 Q3	$1.31M	Hold	5,440	–	–	0.58%	67
2021 Q2	$1.26M	Sell	5,440 -5	-0.1%	-$1.16K	0.55%	67
2021 Q1	$1.22M	Hold	5,445	–	–	0.57%	65
2020 Q4	$1.17M	Sell	5,445 -10	-0.2%	-$2.17K	0.59%	64
2020 Q3	$1.2M	Sell	5,455 -195	-3%	-$40K	0.66%	58
2020 Q2	$1.04M	Sell	5,650 -10	-0.2%	-$1.83K	0.61%	58
2020 Q1	$936K	Sell	5,660 -743	-12%	-$146K	0.64%	58
2019 Q4	$1.26M	Sell	6,403 -15	-0.2%	-$2.98K	0.5%	66
2019 Q3	$1.38M	Sell	6,418 -25	-0.4%	-$5.36K	0.56%	64
2019 Q2	$1.34M	Buy	+6,443	New	+$1.28M	0.55%	64

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

Delta Financial Advisors's MCD Position: Q2 2026 in Review

Delta Financial Advisors held its McDonald's (MCD) position steady in Q2 2026 at 4,863 shares worth $1.31M. The position accounts for 0.31% of the portfolio, ranked #83.

Delta Financial Advisors first reported a position in MCD in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.7M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Delta Financial Advisors held 4,863 shares of McDonald's worth $1.31M as of Q2 2026.
Delta Financial Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.31% of Delta Financial Advisors's portfolio in Q2 2026, its #83 holding.
Delta Financial Advisors first reported a position in McDonald's in Q2 2019 and has held it in 29 quarters since.
Delta Financial Advisors's McDonald's position peaked at $1.7M in Q2 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.