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HFM Investment Advisors’s McDonald's MCD Stock Holding History

HFM Investment Advisors’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 		$35.4K Hold
131
– – 0.01% 61
2026
Q1 		$40.7K Sell
131
-7
-5% -$2.23K 0.02% 57
2025
Q4 		$42.2K Buy
138
+52
+60% +$15.9K 0.02% 54
2025
Q3 		$26.1K Hold
86
– – 0.01% 60
2025
Q2 		$25.1K Buy
86
+3
+4% +$925 0.01% 61
2025
Q1 		$25.9K Buy
+83
New +$24.8K 0.01% 53

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

HFM Investment Advisors's MCD Position: Q2 2026 in Review

HFM Investment Advisors held its McDonald's (MCD) position steady in Q2 2026 at 131 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #61.

HFM Investment Advisors first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.2K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • HFM Investment Advisors held 131 shares of McDonald's worth $35.4K as of Q2 2026.
  • HFM Investment Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • HFM Investment Advisors first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's McDonald's position peaked at $42.2K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.