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

Dynamic 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	–	Sell	-742	Closed	-$231K	–	77
2026 Q1	$231K	Hold	742	–	–	0.19%	58
2025 Q4	$227K	Hold	742	–	–	0.19%	59
2025 Q3	$225K	Sell	742 -10	-1%	-$3.04K	0.2%	59
2025 Q2	$220K	Buy	752 +9	+1%	+$2.77K	0.21%	57
2025 Q1	$232K	Buy	743 +1	+0.1%	+$299	0.23%	54
2024 Q4	$215K	Buy	+742	New	+$221K	0.22%	58

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

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

Dynamic Financial Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 742 shares — an estimated $231K sold.

Dynamic Financial Group first reported a position in MCD in Q4 2024 and held it in 6 quarters. The position peaked at $232K in Q1 2025. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Dynamic Financial Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Dynamic Financial Group sold 742 McDonald's shares in Q2 2026, an estimated $231K.
Dynamic Financial Group first reported a position in McDonald's in Q4 2024 and held it in 6 quarters.
Dynamic Financial Group's McDonald's position peaked at $232K in Q1 2025.
3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.