Kelleher Financial Advisors’s McDonald's MCD Stock Holding History

Kelleher Financial Advisors’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	$1.59M	Buy	5,874 +2,492	+74%	+$715K	0.23%	84
2026 Q1	$1.03M	Hold	3,382	–	–	0.26%	63
2025 Q4	$1.03M	Hold	3,382	–	–	0.24%	63
2025 Q3	$1.03M	Buy	3,382 +200	+6%	+$60.9K	0.26%	60
2025 Q2	$930K	Sell	3,182 -30	-0.9%	-$9.25K	0.32%	45
2025 Q1	$1M	Sell	3,212 -31	-1%	-$9.27K	0.4%	40
2024 Q4	$940K	Buy	3,243 +47	+1%	+$14K	0.35%	37
2024 Q3	$973K	Sell	3,196 -47	-1%	-$13K	0.37%	37
2024 Q2	$826K	Buy	3,243 +85	+3%	+$22.6K	0.34%	41
2024 Q1	$890K	Buy	3,158 +1,100	+53%	+$320K	0.37%	38
2023 Q4	$610K	Sell	2,058 -500	-20%	-$136K	0.29%	53
2023 Q3	$674K	Sell	2,558 -200	-7%	-$57K	0.35%	41
2023 Q2	$823K	Hold	2,758	–	–	0.47%	36
2023 Q1	$771K	Hold	2,758	–	–	0.51%	36
2022 Q4	$727K	Hold	2,758	–	–	0.55%	33
2022 Q3	$636K	Sell	2,758 -100	-3%	-$25.6K	0.46%	48
2022 Q2	$705K	Hold	2,858	–	–	0.32%	59
2022 Q1	$706K	Hold	2,858	–	–	0.39%	50
2021 Q4	$766K	Hold	2,858	–	–	0.41%	51
2021 Q3	$689K	Buy	2,858 +159	+6%	+$38K	0.3%	79
2021 Q2	$623K	Buy	2,699 +14	+0.5%	+$3.26K	0.35%	60
2021 Q1	$601K	Hold	2,685	–	–	0.39%	56
2020 Q4	$576K	Sell	2,685 -200	-7%	-$43.5K	0.43%	53
2020 Q3	$633K	Hold	2,885	–	–	0.52%	43
2020 Q2	$531K	Buy	2,885 +200	+7%	+$36.7K	0.51%	41
2020 Q1	$443K	Sell	2,685 -26	-1%	-$5.12K	0.53%	39
2019 Q4	$535K	Sell	2,711 -100	-4%	-$19.8K	0.54%	45
2019 Q3	$603K	Buy	2,811 +100	+4%	+$21.4K	0.74%	30
2019 Q2	$562K	Buy	+2,711	New	+$537K	0.69%	35
2018 Q4	$482K	Hold	2,719	–	–	0.77%	35
2018 Q3	$454K	Buy	2,719 +200	+8%	+$32.1K	0.59%	44
2018 Q2	$394K	Hold	2,519	–	–	0.56%	45
2018 Q1	$393K	Sell	2,519 -300	-11%	-$49.4K	0.54%	47
2017 Q4	$485K	Buy	2,819 +1,101	+64%	+$185K	0.77%	40
2017 Q3	$269K	Hold	1,718	–	–	0.57%	57
2017 Q2	$263K	Hold	1,718	–	–	0.51%	64
2017 Q1	$222K	Sell	1,718 -700	-29%	-$87.8K	0.47%	74
2016 Q4	$294K	Hold	2,418	–	–	0.16%	104
2016 Q3	$278K	Hold	2,418	–	–	0.16%	106
2016 Q2	$290K	Sell	2,418 -500	-17%	-$62.6K	0.18%	100
2016 Q1	$366K	Buy	2,918 +500	+21%	+$59.8K	0.2%	99
2015 Q4	$285K	Sell	2,418 -125	-5%	-$14K	0.19%	87
2015 Q3	$250K	Buy	+2,543	New	+$248K	0.17%	96
2015 Q2	–	Sell	-2,060	Closed	-$200K	–	125
2015 Q1	$200K	Buy	+2,060	New	+$195K	0.11%	111

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kelleher Financial Advisors's MCD Position: Q2 2026 in Review

Kelleher Financial Advisors increased its McDonald's (MCD) stake by 74% in Q2 2026, buying an estimated $715K and bringing the position to 5,874 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #84.

Kelleher Financial Advisors first reported a position in MCD in Q1 2015 and has held it in 44 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Kelleher Financial Advisors held 5,874 shares of McDonald's worth $1.59M as of Q2 2026.
Kelleher Financial Advisors bought 2,492 McDonald's shares in Q2 2026, an estimated $715K.
McDonald's made up 0.23% of Kelleher Financial Advisors's portfolio in Q2 2026, its #84 holding.
Kelleher Financial Advisors first reported a position in McDonald's in Q1 2015 and has held it in 44 quarters since.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.