Founders Financial Alliance’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.3M Buy
8,511
+32
+0.4% +$9.18K 0.3% 79
2026
Q1
$2.64M Buy
8,479
+167
+2% +$53.2K 0.47% 45
2025
Q4
$2.54M Buy
8,312
+14
+0.2% +$4.29K 0.48% 46
2025
Q3
$2.52M Sell
8,298
-107
-1% -$32.6K 0.48% 46
2025
Q2
$2.46M Sell
8,405
-89
-1% -$27.4K 0.56% 43
2025
Q1
$2.65M Buy
8,494
+2,443
+40% +$731K 0.64% 34
2024
Q4
$1.75M Buy
6,051
+1,076
+22% +$321K 0.48% 44
2024
Q3
$1.51M Sell
4,975
-5
-0.1% -$1.38K 0.42% 53
2024
Q2
$1.27M Buy
4,980
+36
+0.7% +$9.55K 0.38% 58
2024
Q1
$1.39M Sell
4,944
-48
-1% -$14K 0.42% 54
2023
Q4
$1.48M Sell
4,992
-34
-0.7% -$9.25K 0.57% 33
2023
Q3
$1.32M Sell
5,026
-520
-9% -$148K 0.58% 35
2023
Q2
$1.66M Buy
5,546
+549
+11% +$160K 0.65% 33
2023
Q1
$1.42M Sell
4,997
-24
-0.5% -$6.43K 0.71% 33
2022
Q4
$1.32M Sell
5,021
-459
-8% -$121K 0.61% 41
2022
Q3
$1.26M Sell
5,480
-213
-4% -$54.4K 0.64% 41
2022
Q2
$1.41M Buy
5,693
+289
+5% +$71.2K 0.71% 31
2022
Q1
$1.34M Sell
5,404
-151
-3% -$37.6K 0.59% 40
2021
Q4
$1.49M Buy
5,555
+193
+4% +$48.7K 0.6% 37
2021
Q3
$1.29M Buy
5,362
+152
+3% +$36.3K 0.61% 39
2021
Q2
$1.2M Sell
5,210
-137
-3% -$31.9K 0.55% 46
2021
Q1
$1.23M Buy
5,347
+1,042
+24% +$223K 0.6% 40
2020
Q4
$924K Buy
4,305
+196
+5% +$42.6K 0.52% 44
2020
Q3
$912K Buy
+4,109
New +$844K 0.54% 37

Other funds holding MCD

Founders Financial Alliance's MCD Position: Q2 2026 in Review

Founders Financial Alliance increased its McDonald's (MCD) stake by 0.38% in Q2 2026, buying an estimated $9.18K and bringing the position to 8,511 shares worth $2.3M. The position accounts for 0.3% of the portfolio, ranked #79.

Founders Financial Alliance first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.65M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Founders Financial Alliance held 8,511 shares of McDonald's worth $2.3M as of Q2 2026.
  • Founders Financial Alliance bought 32 McDonald's shares in Q2 2026, an estimated $9.18K.
  • McDonald's made up 0.3% of Founders Financial Alliance's portfolio in Q2 2026, its #79 holding.
  • Founders Financial Alliance first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's McDonald's position peaked at $2.65M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.