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Financial & Tax Architects’s McDonald's MCD Stock Holding History

Financial & Tax Architects’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 		$6.7M Buy
24,782
+2,052
+9% +$588K 1.41% 32
2026
Q1 		$7.06M Sell
22,730
-1,249
-5% -$398K 1.58% 23
2025
Q4 		$7.33M Sell
23,979
-489
-2% -$150K 1.65% 24
2025
Q3 		$7.44M Buy
24,468
+1,542
+7% +$469K 1.64% 23
2025
Q2 		$6.7M Sell
22,926
-360
-2% -$111K 1.63% 23
2025
Q1 		$7.27M Buy
23,286
+304
+1% +$90.9K 1.83% 16
2024
Q4 		$6.66M Buy
22,982
+856
+4% +$255K 1.7% 17
2024
Q3 		$6.74M Sell
22,126
-10
-0% -$2.76K 1.73% 20
2024
Q2 		$5.64M Buy
22,136
+2,287
+12% +$607K 1.51% 29
2024
Q1 		$5.6M Buy
19,849
+284
+1% +$82.6K 1.54% 31
2023
Q4 		$5.8M Sell
19,565
-88
-0.4% -$24K 1.72% 17
2023
Q3 		$5.18M Buy
19,653
+491
+3% +$140K 1.61% 25
2023
Q2 		$5.72M Sell
19,162
-346
-2% -$101K 1.77% 15
2023
Q1 		$5.45M Buy
19,508
+677
+4% +$181K 1.8% 13
2022
Q4 		$5.06M Sell
18,831
-751
-4% -$198K 1.73% 17
2022
Q3 		$4.52M Buy
19,582
+1,055
+6% +$270K 1.69% 21
2022
Q2 		$4.57M Buy
18,527
+2,037
+12% +$502K 1.73% 22
2022
Q1 		$4.08M Buy
16,490
+1,140
+7% +$284K 1.54% 30
2021
Q4 		$4.11M Buy
15,350
+694
+5% +$175K 1.68% 21
2021
Q3 		$3.53M Buy
14,656
+789
+6% +$188K 1.61% 18
2021
Q2 		$3.2M Buy
13,867
+914
+7% +$213K 1.57% 27
2021
Q1 		$2.9M Buy
+12,953
New +$2.77M 1.63% 19

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 & Tax Architects's MCD Position: Q2 2026 in Review

Financial & Tax Architects increased its McDonald's (MCD) stake by 9% in Q2 2026, buying an estimated $588K and bringing the position to 24,782 shares worth $6.7M. The position accounts for 1.41% of the portfolio, ranked #32.

Financial & Tax Architects first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.44M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Financial & Tax Architects held 24,782 shares of McDonald's worth $6.7M as of Q2 2026.
  • Financial & Tax Architects bought 2,052 McDonald's shares in Q2 2026, an estimated $588K.
  • McDonald's made up 1.41% of Financial & Tax Architects's portfolio in Q2 2026, its #32 holding.
  • Financial & Tax Architects first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's McDonald's position peaked at $7.44M in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.