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Joule Financial’s McDonald's MCD Stock Holding History

Joule 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 		$226K Sell
834
-24
-3% -$6.88K 0.06% 105
2026
Q1 		$267K Sell
858
-3
-0.3% -$956 0.08% 100
2025
Q4 		$263K Buy
861
+11
+1% +$3.37K 0.08% 95
2025
Q3 		$258K Sell
850
-5
-0.6% -$1.52K 0.08% 98
2025
Q2 		$250K Buy
855
+5
+0.6% +$1.54K 0.08% 96
2025
Q1 		$266K Sell
850
-1
-0.1% -$299 0.09% 87
2024
Q4 		$247K Buy
851
+2
+0.2% +$596 0.09% 92
2024
Q3 		$259K Buy
849
+28
+3% +$7.72K 0.09% 92
2024
Q2 		$209K Buy
821
+26
+3% +$6.9K 0.09% 96
2024
Q1 		$224K Sell
795
-60
-7% -$17.4K 0.09% 98
2023
Q4 		$254K Sell
855
-73
-8% -$19.9K 0.12% 88
2023
Q3 		$244K Buy
928
+10
+1% +$2.85K 0.12% 87
2023
Q2 		$274K Buy
918
+67
+8% +$19.5K 0.14% 82
2023
Q1 		$238K Sell
851
-5
-0.6% -$1.34K 0.13% 89
2022
Q4 		$226K Sell
856
-485
-36% -$128K 0.15% 87
2022
Q3 		$309K Buy
1,341
+36
+3% +$9.2K 0.23% 62
2022
Q2 		$322K Buy
+1,305
New +$321K 0.25% 57

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Joule Financial's MCD Position: Q2 2026 in Review

Joule Financial reduced its McDonald's (MCD) stake by 2.8% in Q2 2026, selling an estimated $6.88K and leaving 834 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #105.

Joule Financial first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $322K in Q2 2022. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Joule Financial held 834 shares of McDonald's worth $226K as of Q2 2026.
  • Joule Financial sold 24 McDonald's shares in Q2 2026, an estimated $6.88K.
  • McDonald's made up 0.06% of Joule Financial's portfolio in Q2 2026, its #105 holding.
  • Joule Financial first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's McDonald's position peaked at $322K in Q2 2022.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.