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

Howard 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 		$252K Buy
932
+34
+4% +$9.75K 0.03% 212
2026
Q1 		$279K Buy
898
+140
+18% +$44.6K 0.03% 180
2025
Q4 		$232K Buy
+758
New +$232K 0.03% 179
2023
Q2 		– Sell
-918
Closed -$257K – 151
2023
Q1 		$257K Buy
918
+60
+7% +$16.1K 0.06% 113
2022
Q4 		$226K Buy
+858
New +$226K 0.06% 120
2022
Q2 		– Sell
-913
Closed -$226K – 137
2022
Q1 		$226K Hold
913
– – 0.07% 120
2021
Q4 		$245K Buy
+913
New +$231K 0.07% 109

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Howard Financial Services increased its McDonald's (MCD) stake by 3.8% in Q2 2026, buying an estimated $9.75K and bringing the position to 932 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #212.

Howard Financial Services first reported a position in MCD in Q4 2021 and has held it in 7 quarters since. The position peaked at $279K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Howard Financial Services held 932 shares of McDonald's worth $252K as of Q2 2026.
  • Howard Financial Services bought 34 McDonald's shares in Q2 2026, an estimated $9.75K.
  • McDonald's made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #212 holding.
  • Howard Financial Services first reported a position in McDonald's in Q4 2021 and has held it in 7 quarters since.
  • Howard Financial Services's McDonald's position peaked at $279K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.