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Integrity Financial’s McDonald's MCD Stock Holding History

Integrity Financial’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 		– Sell
-985
Closed -$306K – 305
2026
Q1 		$306K Sell
985
-217
-18% -$69.1K 0.15% 114
2025
Q4 		$367K Sell
1,202
-16
-1% -$4.9K 0.19% 93
2025
Q3 		$370K Sell
1,218
-42
-3% -$12.8K 0.18% 98
2025
Q2 		$368K Buy
1,260
+4
+0.3% +$1.23K 0.19% 101
2025
Q1 		$392K Buy
1,256
+10
+0.8% +$2.99K 0.22% 84
2024
Q4 		$361K Buy
1,246
+6
+0.5% +$1.79K 0.21% 86
2024
Q3 		$378K Sell
1,240
-3,669
-75% -$1.01M 0.22% 81
2024
Q2 		$1.25M Sell
4,909
-2
-0% -$531 0.78% 31
2024
Q1 		$1.38M Hold
4,911
– – 0.95% 25
2023
Q4 		$1.46M Sell
4,911
-7
-0.1% -$1.91K 1.06% 20
2023
Q3 		$1.3M Sell
4,918
-22
-0.4% -$6.28K 0.98% 27
2023
Q2 		$1.47M Hold
4,940
– – 1.07% 25
2023
Q1 		$1.38M Hold
4,940
– – 1.12% 25
2022
Q4 		$1.3M Buy
4,940
+3
+0.1% +$791 1.23% 22
2022
Q3 		$1.14M Sell
4,937
-3
-0.1% -$767 1.19% 22
2022
Q2 		$1.22M Buy
4,940
+15
+0.3% +$3.69K 1.16% 22
2022
Q1 		$1.22M Sell
4,925
-191
-4% -$47.6K 1% 25
2021
Q4 		$1.37M Buy
+5,116
New +$1.29M 1.02% 24

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

Integrity Financial's MCD Position: Q2 2026 in Review

Integrity Financial sold out of McDonald's (MCD) in Q2 2026, closing a stake of 985 shares — an estimated $306K sold.

Integrity Financial first reported a position in MCD in Q4 2021 and held it in 18 quarters. The position peaked at $1.47M in Q2 2023. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Integrity Financial reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Integrity Financial sold 985 McDonald's shares in Q2 2026, an estimated $306K.
  • Integrity Financial first reported a position in McDonald's in Q4 2021 and held it in 18 quarters.
  • Integrity Financial's McDonald's position peaked at $1.47M in Q2 2023.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.