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Financial Perspectives’s McDonald's MCD Stock Holding History

Financial Perspectives’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 		$318K Hold
1,177
– – 0.08% 138
2026
Q1 		$366K Buy
1,177
+150
+15% +$47.8K 0.1% 118
2025
Q4 		$314K Hold
1,027
– – 0.08% 127
2025
Q3 		$312K Buy
1,027
+125
+14% +$38K 0.09% 123
2025
Q2 		$264K Hold
902
– – 0.08% 130
2025
Q1 		$282K Sell
902
-84
-9% -$25.1K 0.1% 113
2024
Q4 		$286K Buy
986
+40
+4% +$11.9K 0.1% 116
2024
Q3 		$288K Hold
946
– – 0.1% 115
2024
Q2 		$241K Hold
946
– – 0.09% 125
2024
Q1 		$267K Sell
946
-3
-0.3% -$872 0.1% 118
2023
Q4 		$281K Buy
949
+4
+0.4% +$1.09K 0.11% 115
2023
Q3 		$249K Sell
945
-208
-18% -$59.3K 0.11% 107
2023
Q2 		$344K Buy
1,153
+1
+0.1% +$291 0.15% 88
2023
Q1 		$322K Sell
1,152
-168
-13% -$45K 0.15% 87
2022
Q4 		$348K Buy
1,320
+1
+0.1% +$264 0.18% 78
2022
Q3 		$304K Buy
1,319
+2
+0.2% +$511 0.17% 84
2022
Q2 		$325K Buy
1,317
+1
+0.1% +$246 0.18% 77
2022
Q1 		$325K Hold
1,316
– – 0.15% 85
2021
Q4 		$353K Hold
1,316
– – 0.17% 79
2021
Q3 		$317K Hold
1,316
– – 0.16% 90
2021
Q2 		$304K Sell
1,316
-293,572
-100% -$68.3M 0.15% 98
2021
Q1 		$1.32M Buy
294,888
+293,572
+22,308% +$62.8M 0.07% 180
2020
Q4 		$282K Buy
1,316
+349
+36% +$75.9K 0.16% 89
2020
Q3 		$212K Hold
967
– – 0.14% 95
2020
Q2 		$178K Hold
967
– – 0.13% 95
2020
Q1 		$160K Buy
967
+348
+56% +$68.6K 0.13% 84
2019
Q4 		$122K Buy
+619
New +$123K 0.08% 111

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 $3.37T AUM 44.26% 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 Perspectives's MCD Position: Q2 2026 in Review

Financial Perspectives held its McDonald's (MCD) position steady in Q2 2026 at 1,177 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #138.

Financial Perspectives first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.32M in Q1 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Financial Perspectives held 1,177 shares of McDonald's worth $318K as of Q2 2026.
  • Financial Perspectives left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.08% of Financial Perspectives's portfolio in Q2 2026, its #138 holding.
  • Financial Perspectives first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's McDonald's position peaked at $1.32M in Q1 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.