KF
MCD icon

KKM Financial’s McDonald's MCD Stock Holding History

KKM Financial’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 		$358K Buy
1,326
+13
+1% +$3.73K 0.05% 141
2026
Q1 		$401K Hold
1,313
– – 0.07% 136
2025
Q4 		$401K Hold
1,313
– – 0.07% 136
2025
Q3 		$399K Hold
1,313
– – 0.13% 108
2025
Q2 		$384K Sell
1,313
-33
-2% -$10.2K 0.13% 115
2025
Q1 		$420K Sell
1,346
-48
-3% -$14.4K 0.18% 103
2024
Q4 		$404K Hold
1,394
– – 0.17% 111
2024
Q3 		$424K Hold
1,394
– – 0.21% 94
2024
Q2 		$355K Hold
1,394
– – 0.17% 115
2024
Q1 		$393K Hold
1,394
– – 0.19% 110
2023
Q4 		$413K Buy
+1,394
New +$379K 0.26% 83

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

KKM Financial's MCD Position: Q2 2026 in Review

KKM Financial increased its McDonald's (MCD) stake by 0.99% in Q2 2026, buying an estimated $3.73K and bringing the position to 1,326 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #141.

KKM Financial first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $424K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • KKM Financial held 1,326 shares of McDonald's worth $358K as of Q2 2026.
  • KKM Financial bought 13 McDonald's shares in Q2 2026, an estimated $3.73K.
  • McDonald's made up 0.05% of KKM Financial's portfolio in Q2 2026, its #141 holding.
  • KKM Financial first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • KKM Financial's McDonald's position peaked at $424K in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.