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Forum Financial Management’s McDonald's MCD Stock Holding History

Forum Financial 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 		$2.53M Buy
9,360
+21
+0.2% +$6.02K 0.03% 81
2026
Q1 		$2.9M Sell
9,339
-2,785
-23% -$887K 0.04% 70
2025
Q4 		$3.71M Buy
12,124
+107
+0.9% +$32.8K 0.05% 86
2025
Q3 		$3.65M Buy
12,017
+1,995
+20% +$607K 0.05% 81
2025
Q2 		$2.93M Buy
10,022
+447
+5% +$138K 0.04% 89
2025
Q1 		$2.99M Sell
9,575
-319
-3% -$95.4K 0.05% 82
2024
Q4 		$2.87M Buy
9,894
+351
+4% +$105K 0.05% 84
2024
Q3 		$2.91M Buy
9,543
+131
+1% +$36.1K 0.05% 69
2024
Q2 		$2.4M Buy
9,412
+90
+1% +$23.9K 0.04% 77
2024
Q1 		$2.63M Sell
9,322
-194
-2% -$56.4K 0.04% 90
2023
Q4 		$2.82M Sell
9,516
-646
-6% -$176K 0.05% 73
2023
Q3 		$2.68M Buy
10,162
+419
+4% +$120K 0.06% 64
2023
Q2 		$2.91M Buy
9,743
+1,094
+13% +$318K 0.07% 59
2023
Q1 		$2.42M Buy
8,649
+1,489
+21% +$399K 0.07% 66
2022
Q4 		$1.89M Buy
7,160
+166
+2% +$43.8K 0.06% 77
2022
Q3 		$1.61M Sell
6,994
-117
-2% -$29.9K 0.08% 72
2022
Q2 		$1.76M Buy
7,111
+52
+0.7% +$12.8K 0.09% 70
2022
Q1 		$1.75M Sell
7,059
-117
-2% -$29.1K 0.08% 74
2021
Q4 		$1.92M Buy
+7,176
New +$1.81M 0.1% 65

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

Forum Financial Management's MCD Position: Q2 2026 in Review

Forum Financial Management increased its McDonald's (MCD) stake by 0.22% in Q2 2026, buying an estimated $6.02K and bringing the position to 9,360 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #81.

Forum Financial Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Forum Financial Management held 9,360 shares of McDonald's worth $2.53M as of Q2 2026.
  • Forum Financial Management bought 21 McDonald's shares in Q2 2026, an estimated $6.02K.
  • McDonald's made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #81 holding.
  • Forum Financial Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's McDonald's position peaked at $3.71M in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.