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Fragasso Financial Advisors’s McDonald's MCD Stock Holding History

Fragasso Financial Advisors’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 		$1.23M Sell
4,558
-441
-9% -$126K 0.07% 132
2026
Q1 		$1.55M Buy
4,999
+46
+0.9% +$14.7K 0.09% 99
2025
Q4 		$1.51M Buy
4,953
+134
+3% +$41K 0.09% 98
2025
Q3 		$1.45M Buy
4,819
+63
+1% +$19.2K 0.09% 104
2025
Q2 		$1.39M Sell
4,756
-18
-0.4% -$5.55K 0.09% 106
2025
Q1 		$1.49M Buy
4,774
+387
+9% +$116K 0.11% 94
2024
Q4 		$1.27M Sell
4,387
-20
-0.5% -$5.96K 0.1% 99
2024
Q3 		$1.34M Buy
4,407
+642
+17% +$177K 0.1% 101
2024
Q2 		$959K Buy
3,765
+93
+3% +$24.7K 0.08% 121
2024
Q1 		$1.04M Buy
3,672
+46
+1% +$13.4K 0.09% 113
2023
Q4 		$1.08M Buy
3,626
+60
+2% +$16.3K 0.1% 109
2023
Q3 		$939K Sell
3,566
-5
-0.1% -$1.43K 0.1% 104
2023
Q2 		$1.07M Buy
3,571
+79
+2% +$23K 0.11% 104
2023
Q1 		$976K Sell
3,492
-34
-1% -$9.11K 0.11% 96
2022
Q4 		$929K Sell
3,526
-33
-0.9% -$8.71K 0.11% 99
2022
Q3 		$821K Buy
3,559
+68
+2% +$17.4K 0.12% 85
2022
Q2 		$862K Buy
3,491
+18
+0.5% +$4.43K 0.12% 87
2022
Q1 		$859K Sell
3,473
-6
-0.2% -$1.5K 0.1% 80
2021
Q4 		$933K Buy
3,479
+41
+1% +$10.4K 0.11% 80
2021
Q3 		$829K Buy
3,438
+16
+0.5% +$3.82K 0.11% 78
2021
Q2 		$790K Buy
3,422
+33
+1% +$7.68K 0.11% 74
2021
Q1 		$760K Buy
3,389
+78
+2% +$16.7K 0.11% 76
2020
Q4 		$711K Sell
3,311
-66
-2% -$14.4K 0.11% 73
2020
Q3 		$741K Sell
3,377
-240
-7% -$49.3K 0.12% 70
2020
Q2 		$740K Buy
3,617
+19
+0.5% +$3.48K 0.13% 72
2020
Q1 		$595K Buy
3,598
+26
+0.7% +$5.12K 0.14% 70
2019
Q4 		$706K Buy
3,572
+18
+0.5% +$3.57K 0.12% 82
2019
Q3 		$763K Buy
3,554
+16
+0.5% +$3.43K 0.14% 72
2019
Q2 		$735K Sell
3,538
-85
-2% -$16.8K 0.15% 75
2019
Q1 		$688K Buy
3,623
+172
+5% +$31.2K 0.15% 71
2018
Q4 		$613K Sell
3,451
-267
-7% -$47.4K 0.14% 88
2018
Q3 		$685K Sell
3,718
-78
-2% -$12.5K 0.17% 75
2018
Q2 		$595K Buy
3,796
+31
+0.8% +$5.03K 0.15% 72
2018
Q1 		$589K Buy
3,765
+121
+3% +$19.9K 0.15% 69
2017
Q4 		$627K Hold
3,644
– – 0.15% 71
2017
Q3 		$571K Buy
+3,644
New +$571K 0.17% 70
2014
Q4 		– Sell
-2,798
Closed -$265K – 67
2014
Q3 		$265K Buy
+2,798
New +$267K 0.21% 68

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Fragasso Financial Advisors's MCD Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its McDonald's (MCD) stake by 8.8% in Q2 2026, selling an estimated $126K and leaving 4,558 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #132.

Fragasso Financial Advisors first reported a position in MCD in Q3 2014 and has held it in 37 quarters since. The position peaked at $1.55M in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Fragasso Financial Advisors held 4,558 shares of McDonald's worth $1.23M as of Q2 2026.
  • Fragasso Financial Advisors sold 441 McDonald's shares in Q2 2026, an estimated $126K.
  • McDonald's made up 0.07% of Fragasso Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • Fragasso Financial Advisors first reported a position in McDonald's in Q3 2014 and has held it in 37 quarters since.
  • Fragasso Financial Advisors's McDonald's position peaked at $1.55M in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.