Financial Council’s McDonald's MCD Stock Holding History

Financial Council’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	-700	Closed	-$218K	–	110
2026 Q1	$218K	Hold	700	–	–	0.08%	97
2025 Q4	$214K	Sell	700 -29	-4%	-$8.88K	0.09%	94
2025 Q3	$222K	Buy	729 +29	+4%	+$8.83K	0.1%	87
2025 Q2	$205K	Hold	700	–	–	0.1%	90
2025 Q1	$219K	Hold	700	–	–	0.12%	78
2024 Q4	$203K	Hold	700	–	–	0.1%	89
2024 Q3	$213K	Buy	+700	New	+$193K	0.11%	87
2024 Q1	–	Sell	-817	Closed	-$242K	–	85
2023 Q4	$242K	Hold	817	–	–	0.16%	62
2023 Q3	$215K	Hold	817	–	–	0.17%	60
2023 Q2	$244K	Hold	817	–	–	0.19%	57
2023 Q1	$228K	Hold	817	–	–	0.19%	60
2022 Q4	$215K	Buy	+817	New	+$216K	0.13%	65

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

Financial Council's MCD Position: Q2 2026 in Review

Financial Council sold out of McDonald's (MCD) in Q2 2026, closing a stake of 700 shares — an estimated $218K sold.

Financial Council first reported a position in MCD in Q4 2022 and held it in 12 quarters. The position peaked at $244K in Q2 2023. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Financial Council reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Financial Council sold 700 McDonald's shares in Q2 2026, an estimated $218K.
Financial Council first reported a position in McDonald's in Q4 2022 and held it in 12 quarters.
Financial Council's McDonald's position peaked at $244K in Q2 2023.
3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.