Forum Finance Group’s McDonald's MCD Stock Holding History

Forum Finance 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	$2.57M	Buy	11,783 +1,783	+18%	+$511K	0.93%	35
2026 Q1	$2.43M	Buy	+10,000	New	+$3.19M	1.32%	20

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Finance Group's MCD Position: Q2 2026 in Review

Forum Finance Group increased its McDonald's (MCD) stake by 18% in Q2 2026, buying an estimated $511K and bringing the position to 11,783 shares worth $2.57M. The position accounts for 0.93% of the portfolio, ranked #35.

Forum Finance Group first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Forum Finance Group held 11,783 shares of McDonald's worth $2.57M as of Q2 2026.
Forum Finance Group bought 1,783 McDonald's shares in Q2 2026, an estimated $511K.
McDonald's made up 0.93% of Forum Finance Group's portfolio in Q2 2026, its #35 holding.
Forum Finance Group first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.