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Financially Speaking’s McDonald's MCD Stock Holding History

Financially Speaking’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 		$90.8K Hold
292
– – 0.44% 16
2026
Q1 		$90.8K Hold
292
– – 0.44% 16
2025
Q4 		$89.2K Hold
292
– – 0.06% 41
2025
Q3 		$88.7K Hold
292
– – 0.06% 46
2025
Q2 		$85.3K Buy
292
+214
+274% +$66K 0.06% 36
2025
Q1 		$24.4K Sell
78
-214
-73% -$64K 0.02% 33
2024
Q4 		$84.6K Buy
+292
New +$87.1K 0.06% 36

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Financially Speaking's MCD Position: Q2 2026 in Review

Financially Speaking held its McDonald's (MCD) position steady in Q2 2026 at 292 shares worth $90.8K. The position accounts for 0.44% of the portfolio, ranked #16.

Financially Speaking first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Financially Speaking held 292 shares of McDonald's worth $90.8K as of Q2 2026.
  • Financially Speaking left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.44% of Financially Speaking's portfolio in Q2 2026, its #16 holding.
  • Financially Speaking first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • 1,352 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.