Financial Management Network’s McDonald's MCD Stock Holding History

Financial Management Network’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	$816K	Sell	3,049 -100	-3%	-$28.7K	0.12%	105
2026 Q1	$975K	Sell	3,149 -689	-18%	-$220K	0.15%	87
2025 Q4	$1.16M	Sell	3,838 -174	-4%	-$53.3K	0.18%	73
2025 Q3	$1.19M	Buy	4,012 +6	+0.1%	+$1.83K	0.2%	73
2025 Q2	$1.18M	Sell	4,006 -57	-1%	-$17.6K	0.21%	70
2025 Q1	$1.22M	Buy	4,063 +6	+0.1%	+$1.79K	0.27%	64
2024 Q4	$1.2M	Sell	4,057 -295	-7%	-$88K	0.25%	64
2024 Q3	$1.32M	Buy	4,352 +5	+0.1%	+$1.38K	0.28%	65
2024 Q2	$1.09M	Sell	4,347 -576	-12%	-$153K	0.26%	66
2024 Q1	$1.33M	Sell	4,923 -268	-5%	-$77.9K	0.34%	57
2023 Q4	$1.5M	Buy	5,191 +176	+4%	+$47.9K	0.44%	43
2023 Q3	$1.28M	Buy	5,015 +447	+10%	+$127K	0.42%	45
2023 Q2	$1.35M	Buy	4,568 +3	+0.1%	+$872	0.47%	41
2023 Q1	$1.29M	Buy	4,565 +69	+2%	+$18.5K	0.52%	38
2022 Q4	$1.19M	Buy	4,496 +289	+7%	+$76.2K	0.53%	38
2022 Q3	$1M	Buy	4,207 +303	+8%	+$77.4K	0.5%	42
2022 Q2	$987K	Buy	3,904 +438	+13%	+$108K	0.52%	43
2022 Q1	$856K	Buy	3,466 +58	+2%	+$14.4K	0.43%	46
2021 Q4	$915K	Buy	3,408 +42	+1%	+$10.6K	0.42%	51
2021 Q3	$818K	Sell	3,366 -82	-2%	-$19.6K	0.41%	54
2021 Q2	$806K	Buy	3,448 +2	+0.1%	+$465	0.41%	52
2021 Q1	$812K	Buy	3,446 +155	+5%	+$33.1K	0.42%	51
2020 Q4	$703K	Buy	+3,291	New	+$716K	0.43%	49

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 Management Network's MCD Position: Q2 2026 in Review

Financial Management Network reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $28.7K and leaving 3,049 shares worth $816K. The position accounts for 0.12% of the portfolio, ranked #105.

Financial Management Network first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.5M in Q4 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Financial Management Network held 3,049 shares of McDonald's worth $816K as of Q2 2026.
Financial Management Network sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
McDonald's made up 0.12% of Financial Management Network's portfolio in Q2 2026, its #105 holding.
Financial Management Network first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Financial Management Network's McDonald's position peaked at $1.5M in Q4 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.