Johnson Financial Group LLC (Colorado)’s McDonald's MCD Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$272K	Sell	1,005 -1	-0.1%	-$287	0.01%	228
2026 Q1	$313K	Buy	+1,006	New	+$320K	0.02%	134
2022 Q1	–	Sell	-1,526	Closed	-$409K	–	67
2021 Q4	$409K	Sell	1,526 -385	-20%	-$97.2K	0.07%	40
2021 Q3	$460K	Sell	1,911 -170	-8%	-$40.6K	0.09%	40
2021 Q2	$481K	Buy	2,081 +466	+29%	+$108K	0.09%	50
2021 Q1	$362K	Buy	+1,615	New	+$345K	0.08%	41
2017 Q1	–	Sell	-2,234	Closed	-$272K	–	87
2016 Q4	$272K	Buy	+2,234	New	+$262K	0.22%	72

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

Johnson Financial Group LLC (Colorado)'s MCD Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its McDonald's (MCD) stake by 0.1% in Q2 2026, selling an estimated $287 and leaving 1,005 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #228.

Johnson Financial Group LLC (Colorado) first reported a position in MCD in Q4 2016 and has held it in 7 quarters since. The position peaked at $481K in Q2 2021. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 1,005 shares of McDonald's worth $272K as of Q2 2026.
Johnson Financial Group LLC (Colorado) sold 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.01% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #228 holding.
Johnson Financial Group LLC (Colorado) first reported a position in McDonald's in Q4 2016 and has held it in 7 quarters since.
Johnson Financial Group LLC (Colorado)'s McDonald's position peaked at $481K in Q2 2021.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.