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KFG Wealth Management’s McDonald's MCD Stock Holding History

KFG Wealth Management’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 		$602K Sell
2,228
-222
-9% -$63.7K 0.07% 125
2026
Q1 		$762K Sell
2,450
-32
-1% -$10.2K 0.1% 95
2025
Q4 		$758K Sell
2,482
-179
-7% -$54.8K 0.1% 92
2025
Q3 		$809K Sell
2,661
-45
-2% -$13.7K 0.12% 89
2025
Q2 		$790K Buy
2,706
+293
+12% +$90.3K 0.13% 88
2025
Q1 		$754K Sell
2,413
-98
-4% -$29.3K 0.14% 85
2024
Q4 		$728K Sell
2,511
-155
-6% -$46.2K 0.14% 88
2024
Q3 		$812K Sell
2,666
-66
-2% -$18.2K 0.18% 77
2024
Q2 		$696K Sell
2,732
-90
-3% -$23.9K 0.28% 70
2024
Q1 		$796K Buy
2,822
+1,083
+62% +$315K 0.33% 58
2023
Q4 		$516K Sell
1,739
-801
-32% -$218K 0.24% 75
2023
Q3 		$669K Buy
2,540
+49
+2% +$14K 0.36% 52
2023
Q2 		$743K Buy
2,491
+493
+25% +$143K 0.43% 43
2023
Q1 		$578K Buy
1,998
+263
+15% +$70.5K 0.4% 40
2022
Q4 		$457K Buy
+1,735
New +$458K 0.47% 42

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

KFG Wealth Management's MCD Position: Q2 2026 in Review

KFG Wealth Management reduced its McDonald's (MCD) stake by 9.1% in Q2 2026, selling an estimated $63.7K and leaving 2,228 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #125.

KFG Wealth Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $812K in Q3 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • KFG Wealth Management held 2,228 shares of McDonald's worth $602K as of Q2 2026.
  • KFG Wealth Management sold 222 McDonald's shares in Q2 2026, an estimated $63.7K.
  • McDonald's made up 0.07% of KFG Wealth Management's portfolio in Q2 2026, its #125 holding.
  • KFG Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • KFG Wealth Management's McDonald's position peaked at $812K in Q3 2024.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.