JSF Financial’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 | $223K | Buy |
826
+100
| +14% | +$28.7K | 0.04% | 134 |
|
|
2026
Q1 | $226K | Sell |
726
-25
| -3% | -$7.96K | 0.04% | 119 |
|
|
2025
Q4 | $230K | Sell |
751
-33
| -4% | -$10.1K | 0.05% | 122 |
|
|
2025
Q3 | $238K | Sell |
784
-143
| -15% | -$43.5K | 0.05% | 112 |
|
|
2025
Q2 | $271K | Buy |
927
+255
| +38% | +$78.6K | 0.06% | 104 |
|
|
2025
Q1 | $210K | Buy |
+672
| New | +$201K | 0.06% | 116 |
|
|
2024
Q4 | – | Sell |
-836
| Closed | -$255K | – | 127 |
|
|
2024
Q3 | $255K | Sell |
836
-2
| -0.2% | -$551 | 0.07% | 99 |
|
|
2024
Q2 | $214K | Buy |
+838
| New | +$222K | 0.07% | 106 |
|
|
2024
Q1 | – | Sell |
-693
| Closed | -$206K | – | 114 |
|
|
2023
Q4 | $206K | Buy |
+693
| New | +$189K | 0.07% | 103 |
|
|
2023
Q3 | – | Sell |
-2,885
| Closed | -$861K | – | 111 |
|
|
2023
Q2 | $861K | Sell |
2,885
-28
| -1% | -$8.14K | 0.3% | 45 |
|
|
2023
Q1 | $814K | Sell |
2,913
-134
| -4% | -$35.9K | 0.3% | 47 |
|
|
2022
Q4 | $803K | Buy |
3,047
+102
| +3% | +$26.9K | 0.3% | 47 |
|
|
2022
Q3 | $680K | Buy |
2,945
+217
| +8% | +$55.5K | 0.26% | 44 |
|
|
2022
Q2 | $673K | Buy |
2,728
+177
| +7% | +$43.6K | 0.3% | 47 |
|
|
2022
Q1 | $631K | Buy |
2,551
+519
| +26% | +$129K | 0.27% | 50 |
|
|
2021
Q4 | $545K | Buy |
2,032
+76
| +4% | +$19.2K | 0.27% | 43 |
|
|
2021
Q3 | $472K | Buy |
1,956
+387
| +25% | +$92.4K | 0.23% | 45 |
|
|
2021
Q2 | $362K | Buy |
1,569
+38
| +2% | +$8.84K | 0.21% | 54 |
|
|
2021
Q1 | $343K | Buy |
1,531
+124
| +9% | +$26.5K | 0.22% | 49 |
|
|
2020
Q4 | $302K | Buy |
1,407
+201
| +17% | +$43.7K | 0.21% | 53 |
|
|
2020
Q3 | $265K | Buy |
+1,206
| New | +$248K | 0.21% | 52 |
|
|
2019
Q4 | – | Sell |
-1,499
| Closed | -$322K | – | 71 |
|
|
2019
Q3 | $322K | Buy |
1,499
+24
| +2% | +$5.14K | 0.35% | 43 |
|
|
2019
Q2 | $306K | Hold |
1,475
| – | – | 0.33% | 44 |
|
|
2019
Q1 | $280K | Hold |
1,475
| – | – | 0.31% | 45 |
|
|
2018
Q4 | $262K | Buy |
+1,475
| New | +$262K | 0.27% | 46 |
|
Other funds holding MCD
JSF Financial's MCD Position: Q2 2026 in Review
JSF Financial increased its McDonald's (MCD) stake by 14% in Q2 2026, buying an estimated $28.7K and bringing the position to 826 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #134.
JSF Financial first reported a position in MCD in Q4 2018 and has held it in 25 quarters since. The position peaked at $861K in Q2 2023. 3,485 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- JSF Financial held 826 shares of McDonald's worth $223K as of Q2 2026.
- JSF Financial bought 100 McDonald's shares in Q2 2026, an estimated $28.7K.
- McDonald's made up 0.04% of JSF Financial's portfolio in Q2 2026, its #134 holding.
- JSF Financial first reported a position in McDonald's in Q4 2018 and has held it in 25 quarters since.
- JSF Financial's McDonald's position peaked at $861K in Q2 2023.
- 3,485 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.