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Financial Security Advisor’s McDonald's MCD Stock Holding History

Financial Security Advisor’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 		$3.61M Sell
13,352
-344
-3% -$98.6K 0.59% 28
2026
Q1 		$4.26M Sell
13,696
-142
-1% -$45.2K 0.78% 27
2025
Q4 		$4.23M Sell
13,838
-306
-2% -$93.7K 0.82% 25
2025
Q3 		$4.3M Sell
14,144
-56
-0.4% -$17K 0.91% 22
2025
Q2 		$4.15M Sell
14,200
-77
-0.5% -$23.7K 0.96% 22
2025
Q1 		$4.46M Sell
14,277
-223
-2% -$66.7K 1.13% 18
2024
Q4 		$4.2M Sell
14,500
-247
-2% -$73.7K 1.07% 19
2024
Q3 		$4.49M Sell
14,747
-104
-0.7% -$28.7K 1.12% 16
2024
Q2 		$3.78M Sell
14,851
-305
-2% -$80.9K 1.27% 18
2024
Q1 		$4.27M Sell
15,156
-98
-0.6% -$28.5K 1.49% 13
2023
Q4 		$4.52M Buy
15,254
+297
+2% +$80.8K 1.78% 11
2023
Q3 		$3.94M Buy
+14,957
New +$4.27M 1.81% 11

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 Security Advisor's MCD Position: Q2 2026 in Review

Financial Security Advisor reduced its McDonald's (MCD) stake by 2.5% in Q2 2026, selling an estimated $98.6K and leaving 13,352 shares worth $3.61M. The position accounts for 0.59% of the portfolio, ranked #28.

Financial Security Advisor first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.52M in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Financial Security Advisor held 13,352 shares of McDonald's worth $3.61M as of Q2 2026.
  • Financial Security Advisor sold 344 McDonald's shares in Q2 2026, an estimated $98.6K.
  • McDonald's made up 0.59% of Financial Security Advisor's portfolio in Q2 2026, its #28 holding.
  • Financial Security Advisor first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
  • Financial Security Advisor's McDonald's position peaked at $4.52M in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.