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Hoge Financial Services’s McDonald's MCD Stock Holding History

Hoge 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 		$464K Sell
1,718
-149
-8% -$42.7K 0.22% 40
2026
Q1 		$580K Sell
1,867
-107
-5% -$34.1K 0.31% 36
2025
Q4 		$603K Buy
1,974
+27
+1% +$8.27K 0.33% 35
2025
Q3 		$592K Buy
1,947
+82
+4% +$25K 0.34% 36
2025
Q2 		$540K Buy
1,865
+13
+0.7% +$4.01K 0.34% 32
2025
Q1 		$579K Buy
1,852
+27
+1% +$8.08K 0.4% 30
2024
Q4 		$529K Buy
1,825
+446
+32% +$133K 0.39% 30
2024
Q3 		$420K Sell
1,379
-85
-6% -$23.4K 0.32% 34
2024
Q2 		$373K Buy
1,464
+27
+2% +$7.16K 0.31% 35
2024
Q1 		$405K Buy
1,437
+174
+14% +$50.6K 0.33% 33
2023
Q4 		$375K Buy
+1,263
New +$344K 0.38% 29

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 $3.38T AUM 44.17% 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

Hoge Financial Services's MCD Position: Q2 2026 in Review

Hoge Financial Services reduced its McDonald's (MCD) stake by 8% in Q2 2026, selling an estimated $42.7K and leaving 1,718 shares worth $464K. The position accounts for 0.22% of the portfolio, ranked #40.

Hoge Financial Services first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $603K in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hoge Financial Services held 1,718 shares of McDonald's worth $464K as of Q2 2026.
  • Hoge Financial Services sold 149 McDonald's shares in Q2 2026, an estimated $42.7K.
  • McDonald's made up 0.22% of Hoge Financial Services's portfolio in Q2 2026, its #40 holding.
  • Hoge Financial Services first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Hoge Financial Services's McDonald's position peaked at $603K in Q4 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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