JTF
MCD icon

J. Team Financial’s McDonald's MCD Stock Holding History

J. Team 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 		$266K Sell
983
-2,507
-72% -$719K 0.26% 83
2026
Q1 		$1.08M Sell
3,490
-351
-9% -$112K 1.21% 25
2025
Q4 		$1.17M Sell
3,841
-181
-5% -$55.4K 1.17% 25
2025
Q3 		$1.22M Buy
+4,022
New +$1.22M 1.24% 23

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

J. Team Financial's MCD Position: Q2 2026 in Review

J. Team Financial reduced its McDonald's (MCD) stake by 72% in Q2 2026, selling an estimated $719K and leaving 983 shares worth $266K. The position accounts for 0.26% of the portfolio, ranked #83.

J. Team Financial first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q3 2025. 2,148 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • J. Team Financial held 983 shares of McDonald's worth $266K as of Q2 2026.
  • J. Team Financial sold 2,507 McDonald's shares in Q2 2026, an estimated $719K.
  • McDonald's made up 0.26% of J. Team Financial's portfolio in Q2 2026, its #83 holding.
  • J. Team Financial first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's McDonald's position peaked at $1.22M in Q3 2025.
  • 2,148 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.