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Hapanowicz & Associates Financial Services’s McDonald's MCD Stock Holding History

Hapanowicz & Associates Financial Services’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 		$218K Sell
806
-42
-5% -$12K 0.07% 36
2026
Q1 		$264K Buy
848
+28
+3% +$8.92K 0.1% 28
2025
Q4 		$251K Hold
820
– – 0.1% 30
2025
Q3 		$249K Hold
820
– – 0.12% 29
2025
Q2 		$240K Buy
+820
New +$253K 0.12% 30

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hapanowicz & Associates Financial Services's MCD Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services reduced its McDonald's (MCD) stake by 5% in Q2 2026, selling an estimated $12K and leaving 806 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #36.

Hapanowicz & Associates Financial Services first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $264K in Q1 2026. 1,623 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 806 shares of McDonald's worth $218K as of Q2 2026.
  • Hapanowicz & Associates Financial Services sold 42 McDonald's shares in Q2 2026, an estimated $12K.
  • McDonald's made up 0.07% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #36 holding.
  • Hapanowicz & Associates Financial Services first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • Hapanowicz & Associates Financial Services's McDonald's position peaked at $264K in Q1 2026.
  • 1,623 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.