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

Hughes 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 		$355K Hold
1,314
– – 0.05% 63
2026
Q1 		$408K Buy
1,314
+11
+0.8% +$3.5K 0.06% 53
2025
Q4 		$398K Buy
1,303
+132
+11% +$40.4K 0.06% 52
2025
Q3 		$350K Buy
1,171
+12
+1% +$3.65K 0.06% 53
2025
Q2 		$357K Sell
1,159
-8
-0.7% -$2.47K 0.06% 49
2025
Q1 		$366K Buy
1,167
+9
+0.8% +$2.69K 0.07% 47
2024
Q4 		$336K Buy
+1,158
New +$345K 0.07% 46

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Hughes Financial Services held its McDonald's (MCD) position steady in Q2 2026 at 1,314 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #63.

Hughes Financial Services first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $408K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hughes Financial Services held 1,314 shares of McDonald's worth $355K as of Q2 2026.
  • Hughes Financial Services left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.05% of Hughes Financial Services's portfolio in Q2 2026, its #63 holding.
  • Hughes Financial Services first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Hughes Financial Services's McDonald's position peaked at $408K in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.