KF
MCD icon

K2 Financial’s McDonald's MCD Stock Holding History

K2 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 		$1.05M Hold
3,753
– – 0.74% 37
2026
Q1 		$1.13M Hold
3,753
– – 0.82% 34
2025
Q4 		$1.16M Hold
3,753
– – 0.9% 33
2025
Q3 		$1.13M Buy
3,753
+2
+0.1% +$609 0.9% 33
2025
Q2 		$1.12M Sell
3,751
-28
-0.7% -$8.63K 0.99% 33
2025
Q1 		$1.17M Buy
3,779
+12
+0.3% +$3.59K 1.15% 29
2024
Q4 		$1.07M Buy
+3,767
New +$1.12M 1.06% 31

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

K2 Financial's MCD Position: Q2 2026 in Review

K2 Financial held its McDonald's (MCD) position steady in Q2 2026 at 3,753 shares worth $1.05M. The position accounts for 0.74% of the portfolio, ranked #37.

K2 Financial first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2025. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • K2 Financial held 3,753 shares of McDonald's worth $1.05M as of Q2 2026.
  • K2 Financial left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.74% of K2 Financial's portfolio in Q2 2026, its #37 holding.
  • K2 Financial first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • K2 Financial's McDonald's position peaked at $1.17M in Q1 2025.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.