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Flaharty Asset Management’s McDonald's MCD Stock Holding History

Flaharty Asset Management’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 		– Sell
-1,385
Closed -$430K – 92
2026
Q1 		$430K Buy
1,385
+300
+28% +$95.6K 0.05% 89
2025
Q4 		$332K Hold
1,085
– – 0.04% 103
2025
Q3 		$330K Hold
1,085
– – 0.04% 93
2025
Q2 		$317K Hold
1,085
– – 0.04% 92
2025
Q1 		$339K Hold
1,085
– – 0.05% 85
2024
Q4 		$315K Sell
1,085
-424
-28% -$126K 0.05% 91
2024
Q3 		$460K Hold
1,509
– – 0.06% 72
2024
Q2 		$385K Sell
1,509
-40
-3% -$10.6K 0.06% 76
2024
Q1 		$437K Hold
1,549
– – 0.06% 75
2023
Q4 		$459K Hold
1,549
– – 0.07% 73
2023
Q3 		$408K Hold
1,549
– – 0.07% 69
2023
Q2 		$462K Sell
1,549
-87
-5% -$25.3K 0.08% 64
2023
Q1 		$457K Buy
1,636
+54
+3% +$14.5K 0.08% 67
2022
Q4 		$417K Buy
1,582
+404
+34% +$107K 0.08% 71
2022
Q3 		$272K Sell
1,178
-154
-12% -$39.4K 0.06% 86
2022
Q2 		$329K Sell
1,332
-125
-9% -$30.8K 0.07% 81
2022
Q1 		$360K Buy
1,457
+8
+0.6% +$1.99K 0.07% 79
2021
Q4 		$388K Buy
1,449
+24
+2% +$6.06K 0.07% 80
2021
Q3 		$344K Buy
1,425
+55
+4% +$13.1K 0.07% 88
2021
Q2 		$316K Hold
1,370
– – 0.07% 90
2021
Q1 		$307K Hold
1,370
– – 0.07% 89
2020
Q4 		$294K Buy
1,370
+368
+37% +$80K 0.07% 85
2020
Q3 		$220K Buy
+1,002
New +$206K 0.07% 63
2019
Q4 		– Sell
-1,002
Closed -$215K – 78
2019
Q3 		$215K Buy
1,002
+17
+2% +$3.65K 0.08% 68
2019
Q2 		$205K Buy
+985
New +$195K 0.08% 66
2018
Q1 		– Sell
-1,267
Closed -$220K – 97
2017
Q4 		$220K Buy
+1,267
New +$213K 0.1% 86

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Flaharty Asset Management's MCD Position: Q2 2026 in Review

Flaharty Asset Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,385 shares — an estimated $430K sold.

Flaharty Asset Management first reported a position in MCD in Q4 2017 and held it in 26 quarters. The position peaked at $462K in Q2 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Flaharty Asset Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 1,385 McDonald's shares in Q2 2026, an estimated $430K.
  • Flaharty Asset Management first reported a position in McDonald's in Q4 2017 and held it in 26 quarters.
  • Flaharty Asset Management's McDonald's position peaked at $462K in Q2 2023.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.