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ERn Financial LLC’s McDonald's MCD Stock Holding History

ERn Financial LLC’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 		$231K Sell
853
-8
-0.9% -$2.29K 0.04% 148
2026
Q1 		$268K Sell
861
-10
-1% -$3.19K 0.05% 129
2025
Q4 		$266K Sell
871
-20
-2% -$6.13K 0.05% 128
2025
Q3 		$271K Sell
891
-13
-1% -$3.96K 0.05% 123
2025
Q2 		$264K Sell
904
-524
-37% -$162K 0.06% 126
2025
Q1 		$446K Sell
1,428
-196
-12% -$58.6K 0.07% 145
2024
Q4 		$471K Buy
1,624
+48
+3% +$14.3K 0.07% 148
2024
Q3 		$480K Buy
1,576
+12
+0.8% +$3.31K 0.07% 144
2024
Q2 		$399K Sell
1,564
-25
-2% -$6.63K 0.07% 149
2024
Q1 		$448K Sell
1,589
-1
-0.1% -$291 0.08% 142
2023
Q4 		$468K Buy
1,590
+8
+0.5% +$2.18K 0.09% 134
2023
Q3 		$417K Sell
1,582
-67
-4% -$19.1K 0.09% 133
2023
Q2 		$492K Sell
1,649
-1
-0.1% -$291 0.1% 125
2023
Q1 		$461K Buy
1,650
+28
+2% +$7.5K 0.1% 125
2022
Q4 		$427K Buy
1,622
+162
+11% +$42.7K 0.1% 125
2022
Q3 		$337K Buy
1,460
+527
+56% +$135K 0.09% 135
2022
Q2 		$230K Sell
933
-394
-30% -$97K 0.06% 152
2022
Q1 		$328K Sell
1,327
-289
-18% -$72K 0.07% 131
2021
Q4 		$433K Hold
1,616
– – 0.1% 108
2021
Q3 		$390K Buy
+1,616
New +$386K 0.1% 101

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ERn Financial LLC's MCD Position: Q2 2026 in Review

ERn Financial LLC reduced its McDonald's (MCD) stake by 0.93% in Q2 2026, selling an estimated $2.29K and leaving 853 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #148.

ERn Financial LLC first reported a position in MCD in Q3 2021 and has held it in 20 quarters since. The position peaked at $492K in Q2 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • ERn Financial LLC held 853 shares of McDonald's worth $231K as of Q2 2026.
  • ERn Financial LLC sold 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.04% of ERn Financial LLC's portfolio in Q2 2026, its #148 holding.
  • ERn Financial LLC first reported a position in McDonald's in Q3 2021 and has held it in 20 quarters since.
  • ERn Financial LLC's McDonald's position peaked at $492K in Q2 2023.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.