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

Kelly Financial Services’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 		$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 Sell
1,384
-317,295
-100% -$75.7M 0.19% 45
2021
Q2 		$1.38M Buy
318,679
+317,303
+23,060% +$73.8M 0.05% 96
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 $1.38M in Q2 2021. 1,455 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 $1.38M in Q2 2021.
  • 1,455 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.