Ironwood Financial’s McDonald's MCD Stock Holding History

Ironwood 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	$1.33M	Hold	4,875	–	–	0.21%	81
2026 Q1	$1.52M	Hold	4,875	–	–	0.26%	71
2025 Q4	$1.5M	Sell	4,875 -25	-0.5%	-$7.66K	0.25%	73
2025 Q3	$1.49M	Buy	4,900 +56	+1%	+$17K	0.26%	70
2025 Q2	$1.51M	Hold	4,844	–	–	0.32%	66
2025 Q1	$1.51M	Buy	4,844 +6	+0.1%	+$1.79K	0.32%	66
2024 Q4	$1.4M	Hold	4,838	–	–	0.29%	65
2024 Q3	$1.47M	Buy	4,838 +833	+21%	+$230K	0.31%	63
2024 Q2	$1.02M	Hold	4,005	–	–	0.23%	70
2024 Q1	$1.13M	Sell	4,005 -7	-0.2%	-$2.04K	0.26%	66
2023 Q4	$1.19M	Buy	4,012 +100	+3%	+$27.2K	0.29%	63
2023 Q3	$1.03M	Buy	3,912 +100	+3%	+$28.5K	0.28%	59
2023 Q2	$1.14M	Buy	3,812 +42	+1%	+$12.2K	0.3%	58
2023 Q1	$1.05M	Hold	3,770	–	–	0.29%	59
2022 Q4	$994K	Hold	3,770	–	–	0.31%	60
2022 Q3	$870K	Hold	3,770	–	–	0.29%	61
2022 Q2	$931K	Hold	3,770	–	–	0.3%	62
2022 Q1	$932K	Hold	3,770	–	–	0.26%	65
2021 Q4	$1.01M	Hold	3,770	–	–	0.28%	61
2021 Q3	$909K	Buy	3,770 +509	+16%	+$121K	0.27%	64
2021 Q2	$753K	Hold	3,261	–	–	0.23%	68
2021 Q1	$731K	Buy	3,261 +496	+18%	+$106K	0.24%	68
2020 Q4	$593K	Buy	2,765 +2,702	+4,289%	+$588K	0.22%	70
2020 Q3	$14K	Hold	63	–	–	0.01%	233
2020 Q2	$12K	Hold	63	–	–	0.01%	232
2020 Q1	$10K	Sell	63 -150	-70%	-$29.6K	0.01%	210
2019 Q4	$42K	Hold	213	–	–	0.02%	129
2019 Q3	$46K	Hold	213	–	–	0.02%	119
2019 Q2	$44K	Hold	213	–	–	0.02%	128
2019 Q1	$40K	Hold	213	–	–	0.02%	129
2018 Q4	$38K	Hold	213	–	–	0.02%	121
2018 Q3	$36K	Hold	213	–	–	0.02%	141
2018 Q2	$33K	Sell	213 -2	-0.9%	-$324	0.02%	117
2018 Q1	$34K	Hold	215	–	–	0.04%	95
2017 Q4	$37K	Hold	215	–	–	0.02%	101
2017 Q3	$34K	Hold	215	–	–	0.02%	105
2017 Q2	$33K	Hold	215	–	–	0.02%	102
2017 Q1	$28K	Buy	215 +10	+5%	+$1.25K	0.02%	112
2016 Q4	$25K	Sell	205 -5	-2%	-$586	0.02%	117
2016 Q3	$24K	Hold	210	–	–	0.02%	123
2016 Q2	$25K	Buy	210 +10	+5%	+$1.25K	0.02%	124
2016 Q1	$25K	Buy	+200	New	+$23.9K	0.02%	120
2015 Q3	$23K	Buy	232 +32	+16%	+$3.12K	0.01%	159
2015 Q2	$19K	Hold	200	–	–	0.01%	166
2015 Q1	$19K	Buy	200 +161	+413%	+$15.3K	0.01%	164
2014 Q4	$19K	Buy	+39	New	+$3.65K	0.01%	141

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ironwood Financial's MCD Position: Q2 2026 in Review

Ironwood Financial held its McDonald's (MCD) position steady in Q2 2026 at 4,875 shares worth $1.33M. The position accounts for 0.21% of the portfolio, ranked #81.

Ironwood Financial first reported a position in MCD in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.52M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ironwood Financial held 4,875 shares of McDonald's worth $1.33M as of Q2 2026.
Ironwood Financial left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.21% of Ironwood Financial's portfolio in Q2 2026, its #81 holding.
Ironwood Financial first reported a position in McDonald's in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's McDonald's position peaked at $1.52M in Q1 2026.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.