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Financial Gravity Companies’s McDonald's MCD Stock Holding History

Financial Gravity Companies’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 		$33.2K Buy
+123
New +$35.3K 0.01% 376
2025
Q2 		$29.2K Buy
+100
New +$30.8K 0.01% 385
2024
Q4 		$29K Buy
100
+98
+4,900% +$29.2K 0.01% 384
2024
Q3 		$609 Buy
+2
New +$551 ﹤0.01% 573
2018
Q4 		$54K Buy
+305
New +$54.1K 0.05% 312
2018
Q1 		$36K Buy
221
+16
+8% +$2.63K 0.04% 422
2017
Q4 		$35K Buy
+205
New +$34.4K 0.04% 392

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's MCD Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in McDonald's (MCD) in Q2 2026: 123 shares worth $33.2K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MCD as recently as Q2 2025.

Financial Gravity Companies first reported a position in MCD in Q4 2017 and has held it in 7 quarters since. The position peaked at $54K in Q4 2018. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Financial Gravity Companies held 123 shares of McDonald's worth $33.2K as of Q2 2026.
  • McDonald's was a new Financial Gravity Companies position in Q2 2026.
  • McDonald's made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #376 holding.
  • Financial Gravity Companies first reported a position in McDonald's in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's McDonald's position peaked at $54K in Q4 2018.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.