Frederick Financial Consultants’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
Sell
-664
Closed -$206K 125
2026
Q1
$206K Sell
664
-107
-14% -$34.1K 0.1% 103
2025
Q4
$236K Sell
771
-77
-9% -$23.6K 0.13% 95
2025
Q3
$258K Buy
848
+18
+2% +$5.48K 0.14% 90
2025
Q2
$243K Buy
830
+50
+6% +$15.4K 0.15% 89
2025
Q1
$244K Buy
+780
New +$233K 0.18% 81

Other funds holding MCD

Frederick Financial Consultants's MCD Position: Q2 2026 in Review

Frederick Financial Consultants sold out of McDonald's (MCD) in Q2 2026, closing a stake of 664 shares — an estimated $206K sold.

Frederick Financial Consultants first reported a position in MCD in Q1 2025 and held it in 5 quarters. The position peaked at $258K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Frederick Financial Consultants reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Frederick Financial Consultants sold 664 McDonald's shares in Q2 2026, an estimated $206K.
  • Frederick Financial Consultants first reported a position in McDonald's in Q1 2025 and held it in 5 quarters.
  • Frederick Financial Consultants's McDonald's position peaked at $258K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.