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Godfrey Financial Associates’s McDonald's MCD Stock Holding History

Godfrey Financial Associates’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 		$126K Buy
467
+10
+2% +$2.87K 0.1% 132
2026
Q1 		$142K Sell
457
-1,682
-79% -$536K 0.12% 111
2025
Q4 		$457 Buy
+2,139
New +$655K ﹤0.01% 866

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Godfrey Financial Associates's MCD Position: Q2 2026 in Review

Godfrey Financial Associates increased its McDonald's (MCD) stake by 2.2% in Q2 2026, buying an estimated $2.87K and bringing the position to 467 shares worth $126K. The position accounts for 0.1% of the portfolio, ranked #132.

Godfrey Financial Associates first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $142K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Godfrey Financial Associates held 467 shares of McDonald's worth $126K as of Q2 2026.
  • Godfrey Financial Associates bought 10 McDonald's shares in Q2 2026, an estimated $2.87K.
  • McDonald's made up 0.1% of Godfrey Financial Associates's portfolio in Q2 2026, its #132 holding.
  • Godfrey Financial Associates first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's McDonald's position peaked at $142K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.