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Kelly Financial Group’s McDonald's MCD Stock Holding History

Kelly Financial 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 		$275K Buy
1,019
+14
+1% +$4.01K 0.06% 86
2026
Q1 		$312K Buy
1,005
+40
+4% +$12.7K 0.08% 71
2025
Q4 		$295K Hold
965
– – 0.08% 67
2025
Q3 		$293K Hold
965
– – 0.08% 69
2025
Q2 		$282K Buy
965
+300
+45% +$92.5K 0.08% 68
2025
Q1 		$208K Sell
665
-25
-4% -$7.48K 0.06% 79
2024
Q4 		$200K Buy
+690
New +$206K 0.07% 75

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kelly Financial Group's MCD Position: Q2 2026 in Review

Kelly Financial Group increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $4.01K and bringing the position to 1,019 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #86.

Kelly Financial Group first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $312K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kelly Financial Group held 1,019 shares of McDonald's worth $275K as of Q2 2026.
  • Kelly Financial Group bought 14 McDonald's shares in Q2 2026, an estimated $4.01K.
  • McDonald's made up 0.06% of Kelly Financial Group's portfolio in Q2 2026, its #86 holding.
  • Kelly Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's McDonald's position peaked at $312K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.