Holistic Financial Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $234K | Sell |
864
-550
| -39% | -$158K | 0.14% | 103 |
|
|
2026
Q1 | $439K | Buy |
1,414
+192
| +16% | +$61.2K | 0.16% | 66 |
|
|
2025
Q4 | $373K | Sell |
1,222
-76
| -6% | -$23.3K | 0.14% | 76 |
|
|
2025
Q3 | $394K | Buy |
1,298
+90
| +7% | +$27.4K | 0.16% | 72 |
|
|
2025
Q2 | $353K | Sell |
1,208
-157
| -12% | -$48.4K | 0.15% | 74 |
|
|
2025
Q1 | $426K | Sell |
1,365
-13
| -0.9% | -$3.89K | 0.21% | 60 |
|
|
2024
Q4 | $399K | Buy |
1,378
+142
| +11% | +$42.3K | 0.2% | 65 |
|
|
2024
Q3 | $376K | Buy |
1,236
+58
| +5% | +$16K | 0.18% | 67 |
|
|
2024
Q2 | $300K | Buy |
1,178
+44
| +4% | +$11.7K | 0.15% | 79 |
|
|
2024
Q1 | $320K | Sell |
1,134
-234
| -17% | -$68.1K | 0.16% | 76 |
|
|
2023
Q4 | $406K | Sell |
1,368
-43
| -3% | -$11.7K | 0.24% | 56 |
|
|
2023
Q3 | $372K | Buy |
1,411
+34
| +2% | +$9.7K | 0.25% | 53 |
|
|
2023
Q2 | $411K | Sell |
1,377
-28
| -2% | -$8.13K | 0.29% | 49 |
|
|
2023
Q1 | $393K | Buy |
1,405
+66
| +5% | +$17.7K | 0.31% | 50 |
|
|
2022
Q4 | $353K | Buy |
1,339
+19
| +1% | +$5.01K | 0.32% | 54 |
|
|
2022
Q3 | $305K | Buy |
1,320
+218
| +20% | +$55.7K | 0.3% | 53 |
|
|
2022
Q2 | $272K | Buy |
1,102
+3
| +0.3% | +$739 | 0.26% | 63 |
|
|
2022
Q1 | $272K | Sell |
1,099
-333
| -23% | -$83K | 0.17% | 80 |
|
|
2021
Q4 | $384K | Hold |
1,432
| – | – | 0.22% | 64 |
|
|
2021
Q3 | $345K | Hold |
1,432
| – | – | 0.21% | 71 |
|
|
2021
Q2 | $331K | Sell |
1,432
-1
| -0.1% | -$233 | 0.2% | 73 |
|
|
2021
Q1 | $321K | Sell |
1,433
-187
| -12% | -$40K | 0.21% | 70 |
|
|
2020
Q4 | $348K | Sell |
1,620
-1
| -0.1% | -$217 | 0.24% | 60 |
|
|
2020
Q3 | $355K | Buy |
1,621
+254
| +19% | +$52.1K | 0.28% | 45 |
|
|
2020
Q2 | $252K | Buy |
1,367
+48
| +4% | +$8.8K | 0.22% | 60 |
|
|
2020
Q1 | $218K | Sell |
1,319
-363
| -22% | -$71.5K | 0.23% | 56 |
|
|
2019
Q4 | $332K | Buy |
1,682
+57
| +4% | +$11.3K | 0.2% | 67 |
|
|
2019
Q3 | $348K | Buy |
1,625
+17
| +1% | +$3.65K | 0.31% | 45 |
|
|
2019
Q2 | $334K | Sell |
1,608
-171
| -10% | -$33.9K | 0.33% | 40 |
|
|
2019
Q1 | $338K | Buy |
1,779
+87
| +5% | +$15.8K | 0.14% | 76 |
|
|
2018
Q4 | $300K | Buy |
1,692
+197
| +13% | +$34.9K | 0.31% | 40 |
|
|
2018
Q3 | $250K | Buy |
+1,495
| New | +$240K | 0.23% | 58 |
|
|
2018
Q2 | – | Sell |
-1,427
| Closed | -$223K | – | 229 |
|
|
2018
Q1 | $223K | Sell |
1,427
-48
| -3% | -$7.9K | 0.19% | 63 |
|
|
2017
Q4 | $254K | Buy |
+1,475
| New | +$248K | 0.21% | 53 |
|
Other funds holding MCD
Holistic Financial Partners's MCD Position: Q2 2026 in Review
Holistic Financial Partners reduced its McDonald's (MCD) stake by 39% in Q2 2026, selling an estimated $158K and leaving 864 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #103.
Holistic Financial Partners first reported a position in MCD in Q4 2017 and has held it in 34 quarters since. The position peaked at $439K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Holistic Financial Partners held 864 shares of McDonald's worth $234K as of Q2 2026.
- Holistic Financial Partners sold 550 McDonald's shares in Q2 2026, an estimated $158K.
- McDonald's made up 0.14% of Holistic Financial Partners's portfolio in Q2 2026, its #103 holding.
- Holistic Financial Partners first reported a position in McDonald's in Q4 2017 and has held it in 34 quarters since.
- Holistic Financial Partners's McDonald's position peaked at $439K in Q1 2026.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.