IRON Financial’s McDonald's MCD Stock Holding History

IRON 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	$277K	Buy	1,023 +139	+16%	+$39.9K	0.11%	114
2026 Q1	$275K	Buy	884 +4	+0.5%	+$1.27K	0.12%	105
2025 Q4	$269K	Buy	880 +2	+0.2%	+$613	0.12%	102
2025 Q3	$267K	Sell	878 -2,708	-76%	-$824K	0.13%	98
2025 Q2	$1.05M	Buy	3,586 +42	+1%	+$12.9K	0.54%	36
2025 Q1	$1.11M	Buy	3,544 +2,674	+307%	+$800K	0.62%	31
2024 Q4	$252K	Buy	870 +4	+0.5%	+$1.19K	0.14%	82
2024 Q3	$264K	Sell	866 -13	-1%	-$3.58K	0.14%	83
2024 Q2	$224K	Buy	+879	New	+$233K	0.13%	91

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IRON Financial's MCD Position: Q2 2026 in Review

IRON Financial increased its McDonald's (MCD) stake by 16% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,023 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #114.

IRON Financial first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

IRON Financial held 1,023 shares of McDonald's worth $277K as of Q2 2026.
IRON Financial bought 139 McDonald's shares in Q2 2026, an estimated $39.9K.
McDonald's made up 0.11% of IRON Financial's portfolio in Q2 2026, its #114 holding.
IRON Financial first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
IRON Financial's McDonald's position peaked at $1.11M in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.