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

Ethos 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	$717K	Sell	2,639 -1,960	-43%	-$562K	0.05%	278
2026 Q1	$1.44M	Sell	4,599 -459	-9%	-$146K	0.11%	163
2025 Q4	$1.55M	Buy	5,058 +1,000	+25%	+$306K	0.11%	159
2025 Q3	$1.23M	Buy	4,058 +55	+1%	+$16.7K	0.1%	160
2025 Q2	$1.17M	Sell	4,003 -235	-6%	-$72.4K	0.1%	160
2025 Q1	$1.23M	Buy	4,238 +18	+0.4%	+$5.38K	0.12%	143
2024 Q4	$1.22M	Buy	4,220 +1,097	+35%	+$327K	0.16%	95
2024 Q3	$954K	Sell	3,123 -177	-5%	-$48.8K	0.16%	82
2024 Q2	$841K	Sell	3,300 -970	-23%	-$257K	0.15%	88
2024 Q1	$1.2M	Buy	4,270 +204	+5%	+$59.3K	0.23%	68
2023 Q4	$1.21M	Sell	4,066 -379	-9%	-$103K	0.26%	67
2023 Q3	$1.17M	Buy	4,445 +2,256	+103%	+$643K	0.3%	53
2023 Q2	$612K	Hold	2,189	–	–	0.21%	64
2023 Q1	$612K	Sell	2,189 -10	-0.5%	-$2.68K	0.19%	73
2022 Q4	$580K	Buy	+2,199	New	+$580K	0.2%	68

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

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

Ethos Financial Group reduced its McDonald's (MCD) stake by 43% in Q2 2026, selling an estimated $562K and leaving 2,639 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #278.

Ethos Financial Group first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ethos Financial Group held 2,639 shares of McDonald's worth $717K as of Q2 2026.
Ethos Financial Group sold 1,960 McDonald's shares in Q2 2026, an estimated $562K.
McDonald's made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #278 holding.
Ethos Financial Group first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's McDonald's position peaked at $1.55M in Q4 2025.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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