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Intelligent Financial Strategies’s McDonald's MCD Stock Holding History

Intelligent Financial Strategies’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 		$186K Sell
690
-288
-29% -$82.6K 0.09% 39
2026
Q1 		$304K Hold
978
– – 0.16% 30
2025
Q4 		$299K Sell
978
-500
-34% -$153K 0.14% 34
2025
Q3 		$449K Sell
1,478
-1,702
-54% -$518K 0.22% 29
2025
Q2 		$929K Hold
3,180
– – 0.49% 20
2025
Q1 		$993K Buy
3,180
+1
+0% +$299 0.52% 18
2024
Q4 		$922K Sell
3,179
-155
-5% -$46.2K 0.51% 18
2024
Q3 		$1.02M Buy
3,334
+1
+0% +$276 0.56% 19
2024
Q2 		$849K Sell
3,333
-333
-9% -$88.3K 0.52% 21
2024
Q1 		$1.03M Hold
3,666
– – 0.64% 18
2023
Q4 		$1.09M Buy
3,666
+1
+0% +$272 0.76% 18
2023
Q3 		$966K Buy
3,665
+2
+0.1% +$570 0.72% 19
2023
Q2 		$1.09M Buy
3,663
+3
+0.1% +$872 0.8% 18
2023
Q1 		$1.02M Sell
3,660
-35
-0.9% -$9.38K 0.8% 19
2022
Q4 		$974K Buy
3,695
+341
+10% +$90K 0.82% 20
2022
Q3 		$774K Buy
3,354
+3
+0.1% +$767 0.81% 26
2022
Q2 		$827K Sell
3,351
-215
-6% -$53K 0.84% 26
2022
Q1 		$882K Sell
3,566
-627
-15% -$156K 0.86% 24
2021
Q4 		$1.12M Buy
+4,193
New +$1.06M 1.01% 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

Intelligent Financial Strategies's MCD Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its McDonald's (MCD) stake by 29% in Q2 2026, selling an estimated $82.6K and leaving 690 shares worth $186K. The position accounts for 0.09% of the portfolio, ranked #39.

Intelligent Financial Strategies first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Intelligent Financial Strategies held 690 shares of McDonald's worth $186K as of Q2 2026.
  • Intelligent Financial Strategies sold 288 McDonald's shares in Q2 2026, an estimated $82.6K.
  • McDonald's made up 0.09% of Intelligent Financial Strategies's portfolio in Q2 2026, its #39 holding.
  • Intelligent Financial Strategies first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Intelligent Financial Strategies's McDonald's position peaked at $1.12M in Q4 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.