Financial Management Professionals’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $125K | Buy |
463
+6
| +1% | +$1.72K | 0.01% | 206 |
|
|
2026
Q1 | $142K | Hold |
457
| – | – | 0.02% | 174 |
|
|
2025
Q4 | $140K | Buy |
457
+1
| +0.2% | +$306 | 0.01% | 176 |
|
|
2025
Q3 | $138K | Buy |
456
+1
| +0.2% | +$304 | 0.01% | 179 |
|
|
2025
Q2 | $133K | Buy |
455
+1
| +0.2% | +$308 | 0.02% | 173 |
|
|
2025
Q1 | $142K | Sell |
454
-13
| -3% | -$3.89K | 0.02% | 159 |
|
|
2024
Q4 | $135K | Sell |
467
-8
| -2% | -$2.39K | 0.02% | 170 |
|
|
2024
Q3 | $145K | Buy |
475
+51
| +12% | +$14.1K | 0.02% | 168 |
|
|
2024
Q2 | $108K | Sell |
424
-253
| -37% | -$67.1K | 0.01% | 186 |
|
|
2024
Q1 | $191K | Sell |
677
-45
| -6% | -$13.1K | 0.03% | 153 |
|
|
2023
Q4 | $214K | Sell |
722
-199
| -22% | -$54.2K | 0.03% | 126 |
|
|
2023
Q3 | $243K | Buy |
921
+209
| +29% | +$59.6K | 0.04% | 101 |
|
|
2023
Q2 | $212K | Buy |
712
+7
| +1% | +$2.03K | 0.04% | 124 |
|
|
2023
Q1 | $197K | Buy |
705
+313
| +80% | +$83.9K | 0.04% | 133 |
|
|
2022
Q4 | $103K | Hold |
392
| – | – | 0.02% | 157 |
|
|
2022
Q3 | $90K | Buy |
392
+1
| +0.3% | +$256 | 0.02% | 160 |
|
|
2022
Q2 | $97K | Sell |
391
-19
| -5% | -$4.68K | 0.02% | 157 |
|
|
2022
Q1 | $101K | Buy |
410
+46
| +13% | +$11.5K | 0.02% | 164 |
|
|
2021
Q4 | $98K | Buy |
364
+27
| +8% | +$6.82K | 0.02% | 176 |
|
|
2021
Q3 | $81K | Sell |
337
-290
| -46% | -$69.2K | 0.02% | 185 |
|
|
2021
Q2 | $145K | Buy |
627
+28
| +5% | +$6.52K | 0.04% | 111 |
|
|
2021
Q1 | $134K | Buy |
599
+37
| +7% | +$7.91K | 0.04% | 101 |
|
|
2020
Q4 | $121K | Buy |
562
+25
| +5% | +$5.44K | 0.03% | 102 |
|
|
2020
Q3 | $118K | Sell |
537
-16
| -3% | -$3.29K | 0.04% | 90 |
|
|
2020
Q2 | $102K | Buy |
553
+413
| +295% | +$75.7K | 0.04% | 97 |
|
|
2020
Q1 | $23K | Buy |
140
+40
| +40% | +$7.88K | 0.01% | 134 |
|
|
2019
Q4 | $20K | Buy |
+100
| New | +$19.8K | 0.01% | 147 |
|
|
2019
Q3 | – | Sell |
-315
| Closed | -$65K | – | 333 |
|
|
2019
Q2 | $65K | Buy |
+315
| New | +$62.4K | 0.02% | 85 |
|
|
2018
Q2 | – | Sell |
-21
| Closed | -$3K | – | 295 |
|
|
2018
Q1 | $3K | Buy |
+21
| New | +$3.46K | ﹤0.01% | 235 |
|
|
2016
Q3 | – | Sell |
-143
| Closed | -$17K | – | 375 |
|
|
2016
Q2 | $17K | Buy |
+143
| New | +$17.9K | 0.01% | 155 |
|
|
2016
Q1 | – | Sell |
-17
| Closed | -$2K | – | 259 |
|
|
2015
Q4 | $2K | Sell |
17
-1,067
| -98% | -$119K | ﹤0.01% | 215 |
|
|
2015
Q3 | $107K | Buy |
1,084
+17
| +2% | +$1.66K | 0.07% | 53 |
|
|
2015
Q2 | $101K | Hold |
1,067
| – | – | 0.05% | 56 |
|
|
2015
Q1 | $104K | Hold |
1,067
| – | – | 0.05% | 52 |
|
|
2014
Q4 | $100K | Hold |
1,067
| – | – | 0.06% | 58 |
|
|
2014
Q3 | $101K | Hold |
1,067
| – | – | 0.07% | 52 |
|
|
2014
Q2 | $107K | Hold |
1,067
| – | – | 0.07% | 53 |
|
|
2014
Q1 | $105K | Hold |
1,067
| – | – | 0.07% | 56 |
|
|
2013
Q4 | $104K | Hold |
1,067
| – | – | 0.07% | 51 |
|
|
2013
Q3 | $103K | Hold |
1,067
| – | – | 0.06% | 53 |
|
|
2013
Q2 | $106K | Buy |
+1,067
| New | +$107K | 0.08% | 51 |
|
Other funds holding MCD
Financial Management Professionals's MCD Position: Q2 2026 in Review
Financial Management Professionals increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $1.72K and bringing the position to 463 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #206.
Financial Management Professionals first reported a position in MCD in Q2 2013 and has held it in 41 quarters since. The position peaked at $243K in Q3 2023. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Financial Management Professionals held 463 shares of McDonald's worth $125K as of Q2 2026.
- Financial Management Professionals bought 6 McDonald's shares in Q2 2026, an estimated $1.72K.
- McDonald's made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #206 holding.
- Financial Management Professionals first reported a position in McDonald's in Q2 2013 and has held it in 41 quarters since.
- Financial Management Professionals's McDonald's position peaked at $243K in Q3 2023.
- 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.