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Key Financial Inc’s McDonald's MCD Stock Holding History

Key Financial Inc’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 		$2.17M Sell
8,026
-75
-0.9% -$21.5K 0.36% 51
2026
Q1 		$2.52M Buy
8,101
+84
+1% +$26.8K 0.45% 45
2025
Q4 		$2.45M Sell
8,017
-30
-0.4% -$9.19K 0.45% 50
2025
Q3 		$2.42M Buy
8,047
+30
+0.4% +$9.13K 0.45% 47
2025
Q2 		$2.34M Sell
8,017
-12
-0.1% -$3.7K 0.47% 46
2025
Q1 		$2.51M Hold
8,029
– – 0.55% 39
2024
Q4 		$2.33M Hold
8,029
– – 0.53% 41
2024
Q3 		$2.44M Buy
8,029
+9
+0.1% +$2.48K 0.54% 41
2024
Q2 		$2.04M Buy
8,020
+12
+0.1% +$3.18K 0.49% 42
2024
Q1 		$2.26M Hold
8,008
– – 0.58% 36
2023
Q4 		$2.37M Hold
8,008
– – 0.65% 33
2023
Q3 		$2.11M Buy
8,008
+4
+0% +$1.14K 0.71% 31
2023
Q2 		$2.39M Buy
8,004
+94
+1% +$27.3K 0.79% 27
2023
Q1 		$2.21M Sell
7,910
-181
-2% -$48.5K 0.81% 28
2022
Q4 		$1.87M Hold
8,091
– – 0.88% 24
2022
Q3 		$1.87M Buy
8,091
+4,635
+134% +$1.18M 0.88% 24
2022
Q2 		$874K Sell
3,456
-53
-2% -$13.1K 0.47% 39
2022
Q1 		$868K Buy
3,509
+131
+4% +$32.6K 0.43% 42
2021
Q4 		$906K Sell
3,378
-10
-0.3% -$2.52K 0.45% 40
2021
Q3 		$817K Sell
3,388
-30
-0.9% -$7.16K 0.46% 39
2021
Q2 		$830K Buy
3,418
+92
+3% +$21.4K 0.46% 39
2021
Q1 		$745K Hold
3,326
– – 0.49% 37
2020
Q4 		$714K Sell
3,326
-194
-6% -$42.2K 0.53% 34
2020
Q3 		$773K Hold
3,520
– – 0.79% 30
2020
Q2 		$643K Buy
3,520
+25
+0.7% +$4.58K 0.74% 34
2020
Q1 		$588K Sell
3,495
-164
-4% -$32.3K 0.6% 31
2019
Q4 		$723K Buy
+3,659
New +$726K 0.68% 36

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

Key Financial Inc's MCD Position: Q2 2026 in Review

Key Financial Inc reduced its McDonald's (MCD) stake by 0.93% in Q2 2026, selling an estimated $21.5K and leaving 8,026 shares worth $2.17M. The position accounts for 0.36% of the portfolio, ranked #51.

Key Financial Inc first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.52M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Key Financial Inc held 8,026 shares of McDonald's worth $2.17M as of Q2 2026.
  • Key Financial Inc sold 75 McDonald's shares in Q2 2026, an estimated $21.5K.
  • McDonald's made up 0.36% of Key Financial Inc's portfolio in Q2 2026, its #51 holding.
  • Key Financial Inc first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's McDonald's position peaked at $2.52M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.