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Goldstone Financial Group’s McDonald's MCD Stock Holding History

Goldstone Financial Group’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 		$1.14M Sell
4,229
-185
-4% -$53K 0.1% 114
2026
Q1 		$1.37M Sell
4,414
-209
-5% -$66.6K 0.15% 98
2025
Q4 		$1.41M Buy
4,623
+389
+9% +$119K 0.16% 89
2025
Q3 		$1.29M Buy
4,234
+174
+4% +$53K 0.15% 89
2025
Q2 		$1.19M Buy
4,060
+207
+5% +$63.8K 0.16% 85
2025
Q1 		$1.2M Sell
3,853
-171
-4% -$51.1K 0.18% 78
2024
Q4 		$1.17M Buy
4,024
+105
+3% +$31.3K 0.18% 82
2024
Q3 		$1.19M Sell
3,919
-1,529
-28% -$421K 0.21% 78
2024
Q2 		$1.39M Buy
5,448
+215
+4% +$57K 0.28% 62
2024
Q1 		$1.48M Buy
5,233
+32
+0.6% +$9.31K 0.34% 54
2023
Q4 		$1.54M Buy
5,201
+371
+8% +$101K 0.4% 47
2023
Q3 		$1.27M Sell
4,830
-117
-2% -$33.4K 0.38% 52
2023
Q2 		$1.48M Buy
4,947
+966
+24% +$281K 0.43% 45
2023
Q1 		$1.11M Buy
+3,981
New +$1.07M 0.37% 47

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

Goldstone Financial Group's MCD Position: Q2 2026 in Review

Goldstone Financial Group reduced its McDonald's (MCD) stake by 4.2% in Q2 2026, selling an estimated $53K and leaving 4,229 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #114.

Goldstone Financial Group first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Goldstone Financial Group held 4,229 shares of McDonald's worth $1.14M as of Q2 2026.
  • Goldstone Financial Group sold 185 McDonald's shares in Q2 2026, an estimated $53K.
  • McDonald's made up 0.1% of Goldstone Financial Group's portfolio in Q2 2026, its #114 holding.
  • Goldstone Financial Group first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's McDonald's position peaked at $1.54M in Q4 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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