JAG
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Journey Advisory Group’s McDonald's MCD Stock Holding History

Journey Advisory Group’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 		$3.67M Buy
13,571
+109
+0.8% +$31.3K 0.28% 94
2026
Q1 		$4.18M Sell
13,462
-240
-2% -$76.5K 0.36% 78
2025
Q4 		$4.19M Sell
13,702
-501
-4% -$153K 0.35% 89
2025
Q3 		$4.32M Buy
14,203
+302
+2% +$91.9K 0.32% 82
2025
Q2 		$4.06M Buy
13,901
+92
+0.7% +$28.4K 0.32% 80
2025
Q1 		$4.31M Buy
13,809
+1,043
+8% +$312K 0.35% 72
2024
Q4 		$3.25M Hold
12,766
– – 0.39% 66
2024
Q3 		$3.25M Sell
12,766
-30
-0.2% -$8.27K 0.39% 66
2024
Q2 		$3.26M Buy
12,796
+420
+3% +$111K 0.39% 66
2024
Q1 		$3.49M Buy
12,376
+559
+5% +$163K 0.43% 62
2023
Q4 		$3.5M Buy
11,817
+100
+0.9% +$27.2K 0.48% 62
2023
Q3 		$3.09M Buy
11,717
+249
+2% +$71K 0.46% 66
2023
Q2 		$3.42M Buy
11,468
+1,165
+11% +$338K 0.51% 61
2023
Q1 		$2.88M Buy
10,303
+2,715
+36% +$727K 0.45% 65
2022
Q4 		$2M Sell
7,588
-530
-7% -$140K 0.5% 57
2022
Q3 		$1.87M Buy
8,118
+111
+1% +$28.4K 0.48% 57
2022
Q2 		$2.12M Buy
8,007
+2,375
+42% +$585K 0.49% 55
2022
Q1 		$1.39M Buy
5,632
+742
+15% +$185K 0.35% 67
2021
Q4 		$1.31M Buy
4,890
+328
+7% +$82.8K 0.36% 65
2021
Q3 		$1.1M Buy
4,562
+1,289
+39% +$308K 0.36% 66
2021
Q2 		$756K Buy
3,273
+775
+31% +$180K 0.24% 94
2021
Q1 		$560K Buy
2,498
+176
+8% +$37.6K 0.2% 102
2020
Q4 		$498K Buy
+2,322
New +$505K 0.19% 102

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Journey Advisory Group's MCD Position: Q2 2026 in Review

Journey Advisory Group increased its McDonald's (MCD) stake by 0.81% in Q2 2026, buying an estimated $31.3K and bringing the position to 13,571 shares worth $3.67M. The position accounts for 0.28% of the portfolio, ranked #94.

Journey Advisory Group first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.32M in Q3 2025. 2,610 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Journey Advisory Group held 13,571 shares of McDonald's worth $3.67M as of Q2 2026.
  • Journey Advisory Group bought 109 McDonald's shares in Q2 2026, an estimated $31.3K.
  • McDonald's made up 0.28% of Journey Advisory Group's portfolio in Q2 2026, its #94 holding.
  • Journey Advisory Group first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's McDonald's position peaked at $4.32M in Q3 2025.
  • 2,610 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.