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Independent Financial Group’s McDonald's MCD Stock Holding History

Independent Financial Group’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 		$3.89M Buy
14,402
+1,239
+9% +$355K 0.07% 265
2026
Q1 		$4.09M Sell
13,163
-163
-1% -$51.9K 0.09% 210
2025
Q4 		$4.07M Buy
13,326
+93
+0.7% +$28.5K 0.09% 208
2025
Q3 		$4.02M Buy
13,233
+229
+2% +$69.7K 0.1% 196
2025
Q2 		$3.8M Sell
13,004
-2,513
-16% -$775K 0.1% 188
2025
Q1 		$4.85M Buy
15,517
+4,310
+38% +$1.29M 0.17% 122
2024
Q4 		$3.25M Buy
11,207
+129
+1% +$38.5K 0.11% 182
2024
Q3 		$3.37M Buy
11,078
+4,017
+57% +$1.11M 0.12% 156
2024
Q2 		$1.8M Sell
7,061
-1,106
-14% -$293K 0.07% 254
2024
Q1 		$2.3M Sell
8,167
-1,163
-12% -$338K 0.11% 186
2023
Q4 		$2.77M Buy
9,330
+1,487
+19% +$405K 0.15% 155
2023
Q3 		$2.07M Sell
7,843
-683
-8% -$195K 0.13% 174
2023
Q2 		$2.54M Buy
8,526
+359
+4% +$104K 0.18% 126
2023
Q1 		$2.28M Buy
8,167
+1,075
+15% +$288K 0.18% 127
2022
Q4 		$1.87M Sell
7,092
-129
-2% -$34K 0.16% 123
2022
Q3 		$1.67M Sell
7,221
-88
-1% -$22.5K 0.15% 130
2022
Q2 		$1.8M Sell
7,309
-1,913
-21% -$471K 0.19% 126
2022
Q1 		$2.28M Buy
9,222
+1,477
+19% +$368K 0.19% 110
2021
Q4 		$2.08M Buy
7,745
+2,746
+55% +$693K 0.17% 125
2021
Q3 		$1.21M Buy
4,999
+1,087
+28% +$259K 0.12% 178
2021
Q2 		$904K Buy
3,912
+13
+0.3% +$3.02K 0.1% 237
2021
Q1 		$874K Sell
3,899
-2,808
-42% -$601K 0.11% 202
2020
Q4 		$1.44M Hold
6,707
– – 0.21% 120
2020
Q3 		$1.47M Buy
6,707
+387
+6% +$79.5K 0.28% 81
2020
Q2 		$1.17M Buy
6,320
+170
+3% +$31.2K 0.26% 95
2020
Q1 		$1.02M Buy
+6,150
New +$1.21M 0.3% 82

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

Independent Financial Group's MCD Position: Q2 2026 in Review

Independent Financial Group increased its McDonald's (MCD) stake by 9.4% in Q2 2026, buying an estimated $355K and bringing the position to 14,402 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #265.

Independent Financial Group first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.85M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Independent Financial Group held 14,402 shares of McDonald's worth $3.89M as of Q2 2026.
  • Independent Financial Group bought 1,239 McDonald's shares in Q2 2026, an estimated $355K.
  • McDonald's made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #265 holding.
  • Independent Financial Group first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's McDonald's position peaked at $4.85M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.