Kelly Financial Services’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 | $228K | Sell |
842
-141
| -14% | -$40.4K | 0.05% | 130 |
|
|
2026
Q1 | $306K | Hold |
983
| – | – | 0.07% | 94 |
|
|
2025
Q4 | $300K | Sell |
983
-16
| -2% | -$4.9K | 0.08% | 88 |
|
|
2025
Q3 | $304K | Sell |
999
-149
| -13% | -$45.3K | 0.08% | 86 |
|
|
2025
Q2 | $335K | Sell |
1,148
-5
| -0.4% | -$1.54K | 0.1% | 78 |
|
|
2025
Q1 | $360K | Buy |
1,153
+2
| +0.2% | +$598 | 0.13% | 70 |
|
|
2024
Q4 | $334K | Sell |
1,151
-94
| -8% | -$28K | 0.12% | 76 |
|
|
2024
Q3 | $379K | Sell |
1,245
-45
| -3% | -$12.4K | 0.14% | 76 |
|
|
2024
Q2 | $329K | Sell |
1,290
-135
| -9% | -$35.8K | 0.12% | 79 |
|
|
2024
Q1 | $402K | Buy |
1,425
+4
| +0.3% | +$1.16K | 0.15% | 75 |
|
|
2023
Q4 | $421K | Buy |
1,421
+5
| +0.4% | +$1.36K | 0.17% | 68 |
|
|
2023
Q3 | $373K | Buy |
1,416
+4
| +0.3% | +$1.14K | 0.17% | 65 |
|
|
2023
Q2 | $421K | Buy |
1,412
+4
| +0.3% | +$1.16K | 0.2% | 59 |
|
|
2023
Q1 | $394K | Buy |
1,408
+4
| +0.3% | +$1.07K | 0.2% | 55 |
|
|
2022
Q4 | $370K | Buy |
1,404
+4
| +0.3% | +$1.05K | 0.19% | 60 |
|
|
2022
Q3 | $323K | Buy |
1,400
+4
| +0.3% | +$1.02K | 0.19% | 57 |
|
|
2022
Q2 | $345K | Buy |
1,396
+4
| +0.3% | +$985 | 0.18% | 62 |
|
|
2022
Q1 | $344K | Buy |
1,392
+5
| +0.4% | +$1.25K | 0.16% | 59 |
|
|
2021
Q4 | $372K | Buy |
1,387
+3
| +0.2% | +$757 | 0.17% | 48 |
|
|
2021
Q3 | $334K | Buy |
1,384
+4
| +0.3% | +$955 | 0.19% | 45 |
|
|
2021
Q2 | $319K | Buy |
1,380
+4
| +0.3% | +$931 | 0.18% | 40 |
|
|
2021
Q1 | $308K | Buy |
1,376
+5
| +0.4% | +$1.07K | 0.19% | 34 |
|
|
2020
Q4 | $294K | Buy |
1,371
+328
| +31% | +$71.3K | 0.2% | 24 |
|
|
2020
Q3 | $229K | Buy |
1,043
+2
| +0.2% | +$411 | 0.16% | 24 |
|
|
2020
Q2 | $192K | Buy |
1,041
+3
| +0.3% | +$550 | 0.15% | 30 |
|
|
2020
Q1 | $172K | Buy |
1,038
+2
| +0.2% | +$394 | 0.21% | 23 |
|
|
2019
Q4 | $205K | Buy |
1,036
+1
| +0.1% | +$198 | 0.16% | 27 |
|
|
2019
Q3 | $222K | Buy |
1,035
+1
| +0.1% | +$214 | 0.2% | 25 |
|
|
2019
Q2 | $215K | Buy |
1,034
+1
| +0.1% | +$198 | 0.2% | 24 |
|
|
2019
Q1 | $196K | Buy |
+1,033
| New | +$187K | 0.22% | 25 |
|
Other funds holding MCD
Kelly Financial Services's MCD Position: Q2 2026 in Review
Kelly Financial Services reduced its McDonald's (MCD) stake by 14% in Q2 2026, selling an estimated $40.4K and leaving 842 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #130.
Kelly Financial Services first reported a position in MCD in Q1 2019 and has held it in 30 quarters since. The position peaked at $421K in Q2 2023. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Kelly Financial Services held 842 shares of McDonald's worth $228K as of Q2 2026.
- Kelly Financial Services sold 141 McDonald's shares in Q2 2026, an estimated $40.4K.
- McDonald's made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #130 holding.
- Kelly Financial Services first reported a position in McDonald's in Q1 2019 and has held it in 30 quarters since.
- Kelly Financial Services's McDonald's position peaked at $421K in Q2 2023.
- 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.