Francis Financial’s McDonald's MCD Stock Holding History

Francis Financial’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	$987K	Sell	3,651 -34	-0.9%	-$9.75K	0.16%	58
2026 Q1	$1.15M	Sell	3,685 -252	-6%	-$80.3K	0.21%	46
2025 Q4	$1.2M	Buy	3,937 +18	+0.5%	+$5.51K	0.23%	46
2025 Q3	$1.29M	Sell	3,919 -6	-0.2%	-$1.83K	0.23%	44
2025 Q2	$1.15M	Sell	3,925 -1,073	-21%	-$331K	0.26%	39
2025 Q1	$1.56M	Buy	4,998 +3,304	+195%	+$988K	0.38%	33
2024 Q4	$381K	Buy	1,694 +503	+42%	+$150K	0.1%	65
2024 Q3	$363K	Buy	1,191 +94	+9%	+$25.9K	0.1%	64
2024 Q2	$280K	Buy	1,097 +29	+3%	+$7.69K	0.08%	72
2024 Q1	$301K	Hold	1,068	–	–	0.1%	58
2023 Q4	$317K	Buy	1,068 +56	+6%	+$15.2K	0.14%	47
2023 Q3	$267K	Hold	1,012	–	–	0.14%	41
2023 Q2	$302K	Hold	1,012	–	–	0.16%	38
2023 Q1	$283K	Buy	1,012 +112	+12%	+$30K	0.19%	37
2022 Q4	$237K	Buy	900 +6	+0.7%	+$1.58K	0.22%	35
2022 Q3	$206K	Hold	894	–	–	0.21%	35
2022 Q2	$224K	Buy	+894	New	+$220K	0.2%	37

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

Francis Financial's MCD Position: Q2 2026 in Review

Francis Financial reduced its McDonald's (MCD) stake by 0.92% in Q2 2026, selling an estimated $9.75K and leaving 3,651 shares worth $987K. The position accounts for 0.16% of the portfolio, ranked #58.

Francis Financial first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.56M in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Francis Financial held 3,651 shares of McDonald's worth $987K as of Q2 2026.
Francis Financial sold 34 McDonald's shares in Q2 2026, an estimated $9.75K.
McDonald's made up 0.16% of Francis Financial's portfolio in Q2 2026, its #58 holding.
Francis Financial first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
Francis Financial's McDonald's position peaked at $1.56M in Q1 2025.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.