JMN Financial’s McDonald's MCD Stock Holding History

JMN 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	-1,117	Closed	-$347K	–	247
2026 Q1	$347K	Buy	1,117 +85	+8%	+$27.1K	0.34%	89
2025 Q4	$315K	Buy	+1,032	New	+$316K	0.31%	101

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JMN Financial's MCD Position: Q2 2026 in Review

JMN Financial sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,117 shares — an estimated $347K sold.

JMN Financial first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $347K in Q1 2026. 3,321 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

JMN Financial reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
JMN Financial sold 1,117 McDonald's shares in Q2 2026, an estimated $347K.
JMN Financial first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
JMN Financial's McDonald's position peaked at $347K in Q1 2026.
3,321 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.