FSAG
MCD icon

Financial Solutions Advisory Group’s McDonald's MCD Stock Holding History

Financial Solutions Advisory Group’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 		$1.12M Buy
4,061
+41
+1% +$11.8K 0.14% 71
2026
Q1 		$1.25M Buy
+4,020
New +$1.28M 0.17% 57

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Financial Solutions Advisory Group's MCD Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its McDonald's (MCD) stake by 1% in Q2 2026, buying an estimated $11.8K and bringing the position to 4,061 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #71.

Financial Solutions Advisory Group first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.25M in Q1 2026. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Financial Solutions Advisory Group held 4,061 shares of McDonald's worth $1.12M as of Q2 2026.
  • Financial Solutions Advisory Group bought 41 McDonald's shares in Q2 2026, an estimated $11.8K.
  • McDonald's made up 0.14% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #71 holding.
  • Financial Solutions Advisory Group first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's McDonald's position peaked at $1.25M in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.