FourThought Financial Partners’s McDonald's MCD Stock Holding History

FourThought Financial Partners’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	$843K	Buy	3,120 +43	+1%	+$12.3K	0.07%	155
2026 Q1	$956K	Sell	3,077 -83	-3%	-$26.4K	0.08%	140
2025 Q4	$966K	Buy	3,160 +182	+6%	+$55.7K	0.08%	146
2025 Q3	$905K	Sell	2,978 -38	-1%	-$11.6K	0.08%	146
2025 Q2	$881K	Sell	3,016 -188	-6%	-$58K	0.09%	145
2025 Q1	$1M	Sell	3,204 -180	-5%	-$53.8K	0.1%	133
2024 Q4	$981K	Buy	+3,384	New	+$1.01M	0.1%	133
2024 Q2	–	Sell	-4,028	Closed	-$1.14M	–	262
2024 Q1	$1.14M	Buy	4,028 +11	+0.3%	+$3.2K	0.13%	117
2023 Q4	$1.19M	Buy	4,017 +83	+2%	+$22.6K	0.15%	112
2023 Q3	$1.04M	Sell	3,934 -139	-3%	-$39.6K	0.14%	111
2023 Q2	$1.22M	Sell	4,073 -120	-3%	-$34.9K	0.16%	106
2023 Q1	$1.17M	Sell	4,193 -309	-7%	-$82.8K	0.16%	114
2022 Q4	$1.19M	Buy	+4,502	New	+$1.19M	0.17%	109

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's MCD Position: Q2 2026 in Review

FourThought Financial Partners increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,120 shares worth $843K. The position accounts for 0.07% of the portfolio, ranked #155.

FourThought Financial Partners first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2023. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

FourThought Financial Partners held 3,120 shares of McDonald's worth $843K as of Q2 2026.
FourThought Financial Partners bought 43 McDonald's shares in Q2 2026, an estimated $12.3K.
McDonald's made up 0.07% of FourThought Financial Partners's portfolio in Q2 2026, its #155 holding.
FourThought Financial Partners first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
FourThought Financial Partners's McDonald's position peaked at $1.22M in Q2 2023.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.