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

DHJJ 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 		$936K Sell
3,464
-14
-0.4% -$4.01K 0.27% 67
2026
Q1 		$1.08M Sell
3,478
-7
-0.2% -$2.23K 0.36% 49
2025
Q4 		$1.07M Buy
3,485
+1
+0% +$306 0.35% 54
2025
Q3 		$1.06M Sell
3,484
-36
-1% -$11K 0.36% 53
2025
Q2 		$1.03M Sell
3,520
-58
-2% -$17.9K 0.37% 49
2025
Q1 		$1.12M Sell
3,578
-123
-3% -$36.8K 0.45% 44
2024
Q4 		$1.07M Buy
3,701
+195
+6% +$58.1K 0.42% 45
2024
Q3 		$1.07M Buy
3,506
+1
+0% +$276 0.42% 42
2024
Q2 		$893K Sell
3,505
-7
-0.2% -$1.86K 0.38% 49
2024
Q1 		$990K Hold
3,512
– – 0.44% 43
2023
Q4 		$1.04M Hold
3,512
– – 0.49% 42
2023
Q3 		$925K Sell
3,512
-100
-3% -$28.5K 0.47% 43
2023
Q2 		$1.08M Sell
3,612
-140
-4% -$40.7K 0.56% 42
2023
Q1 		$1.05M Hold
3,752
– – 0.57% 41
2022
Q4 		$989K Buy
3,752
+124
+3% +$32.7K 0.57% 41
2022
Q3 		$837K Hold
3,628
– – 0.49% 45
2022
Q2 		$896K Hold
3,628
– – 0.5% 44
2022
Q1 		$904K Sell
3,628
-150
-4% -$37.4K 0.43% 50
2021
Q4 		$1.01M Buy
3,778
+63
+2% +$15.9K 0.48% 44
2021
Q3 		$896K Hold
3,715
– – 0.46% 50
2021
Q2 		$858K Buy
3,715
+97
+3% +$22.6K 0.45% 47
2021
Q1 		$811K Hold
3,618
– – 0.47% 46
2020
Q4 		$776K Buy
+3,618
New +$787K 0.49% 43

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

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

DHJJ Financial Advisors reduced its McDonald's (MCD) stake by 0.4% in Q2 2026, selling an estimated $4.01K and leaving 3,464 shares worth $936K. The position accounts for 0.27% of the portfolio, ranked #67.

DHJJ Financial Advisors first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • DHJJ Financial Advisors held 3,464 shares of McDonald's worth $936K as of Q2 2026.
  • DHJJ Financial Advisors sold 14 McDonald's shares in Q2 2026, an estimated $4.01K.
  • McDonald's made up 0.27% of DHJJ Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • DHJJ Financial Advisors first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's McDonald's position peaked at $1.12M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.