Jones Financial Companies’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $218M | Sell |
806,975
-45,716
| -5% | -$13.1M | 0.09% | 120 |
|
|
2026
Q1 | $261M | Buy |
852,691
+596,758
| +233% | +$190M | 0.13% | 80 |
|
|
2025
Q4 | $78.2M | Buy |
255,933
+20,090
| +9% | +$6.15M | 0.05% | 123 |
|
|
2025
Q3 | $72M | Buy |
235,843
+30,388
| +15% | +$9.25M | 0.05% | 119 |
|
|
2025
Q2 | $59.9M | Buy |
205,455
+31,673
| +18% | +$9.76M | 0.05% | 119 |
|
|
2025
Q1 | $53.5M | Buy |
173,782
+34,319
| +25% | +$10.3M | 0.05% | 105 |
|
|
2024
Q4 | $40.4M | Buy |
139,463
+37,358
| +37% | +$11.1M | 0.04% | 100 |
|
|
2024
Q3 | $31M | Buy |
102,105
+42,905
| +72% | +$11.8M | 0.03% | 101 |
|
|
2024
Q2 | $15.1M | Buy |
59,200
+24,587
| +71% | +$6.52M | 0.02% | 119 |
|
|
2024
Q1 | $9.76M | Buy |
34,613
+4,724
| +16% | +$1.37M | 0.01% | 116 |
|
|
2023
Q4 | $8.86M | Sell |
29,889
-513
| -2% | -$140K | 0.01% | 110 |
|
|
2023
Q3 | $8.01M | Sell |
30,402
-1,709
| -5% | -$487K | 0.01% | 103 |
|
|
2023
Q2 | $9.58M | Sell |
32,111
-570
| -2% | -$166K | 0.02% | 95 |
|
|
2023
Q1 | $9.14M | Sell |
32,681
-3,697
| -10% | -$990K | 0.02% | 95 |
|
|
2022
Q4 | $9.59M | Sell |
36,378
-1,941
| -5% | -$512K | 0.02% | 91 |
|
|
2022
Q3 | $8.84M | Sell |
38,319
-3,076
| -7% | -$786K | 0.02% | 87 |
|
|
2022
Q2 | $10.2M | Sell |
41,395
-4,181
| -9% | -$1.03M | 0.02% | 82 |
|
|
2022
Q1 | $11.3M | Sell |
45,576
-8,344
| -15% | -$2.08M | 0.02% | 88 |
|
|
2021
Q4 | $14.5M | Buy |
53,920
+1,319
| +3% | +$333K | 0.02% | 78 |
|
|
2021
Q3 | $12.7M | Buy |
52,601
+2,775
| +6% | +$662K | 0.02% | 83 |
|
|
2021
Q2 | $11.5M | Buy |
49,826
+2,466
| +5% | +$574K | 0.02% | 87 |
|
|
2021
Q1 | $10.6M | Buy |
47,360
+1,167
| +3% | +$250K | 0.02% | 91 |
|
|
2020
Q4 | $9.91M | Buy |
46,193
+1,795
| +4% | +$390K | 0.02% | 91 |
|
|
2020
Q3 | $9.74M | Sell |
44,398
-713
| -2% | -$146K | 0.02% | 84 |
|
|
2020
Q2 | $8.32M | Sell |
45,111
-912
| -2% | -$167K | 0.02% | 91 |
|
|
2020
Q1 | $7.61M | Buy |
46,023
+2,032
| +5% | +$400K | 0.02% | 94 |
|
|
2019
Q4 | $8.69M | Buy |
43,991
+1,137
| +3% | +$226K | 0.02% | 90 |
|
|
2019
Q3 | $9.2M | Sell |
42,854
-215
| -0.5% | -$46.1K | 0.02% | 85 |
|
|
2019
Q2 | $8.94M | Buy |
43,069
+3,601
| +9% | +$713K | 0.02% | 89 |
|
|
2019
Q1 | $7.5M | Buy |
39,468
+3,729
| +10% | +$677K | 0.02% | 91 |
|
|
2018
Q4 | $6.35M | Buy |
35,739
+7,141
| +25% | +$1.27M | 0.02% | 92 |
|
|
2018
Q3 | $4.78M | Sell |
28,598
-93
| -0.3% | -$14.9K | 0.01% | 101 |
|
|
2018
Q2 | $4.5M | Buy |
28,691
+478
| +2% | +$77.5K | 0.01% | 103 |
|
|
2018
Q1 | $4.41M | Sell |
28,213
-75
| -0.3% | -$12.3K | 0.01% | 99 |
|
|
2017
Q4 | $4.87M | Buy |
28,288
+140
| +0.5% | +$23.5K | 0.01% | 98 |
|
|
2017
Q3 | $4.41M | Sell |
28,148
-2,674
| -9% | -$419K | 0.01% | 99 |
|
|
2017
Q2 | $4.72M | Sell |
30,822
-2,821
| -8% | -$408K | 0.01% | 96 |
|
|
2017
Q1 | $4.36M | Sell |
33,643
-1,329
| -4% | -$167K | 0.01% | 101 |
|
|
2016
Q4 | $4.26M | Sell |
34,972
-1,285
| -4% | -$151K | 0.02% | 101 |
|
|
2016
Q3 | $4.18M | Sell |
36,257
-252
| -0.7% | -$29.9K | 0.02% | 100 |
|
|
2016
Q2 | $4.39M | Sell |
36,509
-3,122
| -8% | -$391K | 0.02% | 91 |
|
|
2016
Q1 | $4.98M | Sell |
39,631
-4,156
| -9% | -$497K | 0.03% | 81 |
|
|
2015
Q4 | $5.17M | Sell |
43,787
-1,746
| -4% | -$195K | 0.03% | 77 |
|
|
2015
Q3 | $4.49M | Sell |
45,533
-2,913
| -6% | -$284K | 0.03% | 79 |
|
|
2015
Q2 | $4.61M | Buy |
48,446
+256
| +0.5% | +$24.8K | 0.03% | 83 |
|
|
2015
Q1 | $4.7M | Sell |
48,190
-67
| -0.1% | -$6.36K | 0.03% | 84 |
|
|
2014
Q4 | $4.52M | Sell |
48,257
-2,270
| -4% | -$212K | 0.03% | 83 |
|
|
2014
Q3 | $4.79M | Buy |
50,527
+3,942
| +8% | +$376K | 0.03% | 71 |
|
|
2014
Q2 | $4.69M | Buy |
46,585
+1,966
| +4% | +$198K | 0.04% | 77 |
|
|
2014
Q1 | $4.37M | Buy |
44,619
+5,537
| +14% | +$529K | 0.04% | 77 |
|
|
2013
Q4 | $3.79M | Buy |
39,082
+3,106
| +9% | +$298K | 0.03% | 82 |
|
|
2013
Q3 | $3.46M | Buy |
35,976
+4,877
| +16% | +$476K | 0.03% | 81 |
|
|
2013
Q2 | $3.08M | Buy |
+31,099
| New | +$3.11M | 0.03% | 83 |
|
Other funds holding MCD
Jones Financial Companies's MCD Position: Q2 2026 in Review
Jones Financial Companies reduced its McDonald's (MCD) stake by 5.4% in Q2 2026, selling an estimated $13.1M and leaving 806,975 shares worth $218M. The position accounts for 0.09% of the portfolio, ranked #120.
Jones Financial Companies first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $261M in Q1 2026. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Jones Financial Companies held 806,975 shares of McDonald's worth $218M as of Q2 2026.
- Jones Financial Companies sold 45,716 McDonald's shares in Q2 2026, an estimated $13.1M.
- McDonald's made up 0.09% of Jones Financial Companies's portfolio in Q2 2026, its #120 holding.
- Jones Financial Companies first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
- Jones Financial Companies's McDonald's position peaked at $261M in Q1 2026.
- 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.