Krilogy Financial’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 | $1.45M | Buy |
5,356
+722
| +16% | +$207K | 0.04% | 295 |
|
|
2026
Q1 | $1.42M | Buy |
4,634
+54
| +1% | +$17.2K | 0.05% | 277 |
|
|
2025
Q4 | $1.43M | Buy |
4,580
+548
| +14% | +$168K | 0.05% | 263 |
|
|
2025
Q3 | $1.23M | Buy |
+4,032
| New | +$1.23M | 0.05% | 297 |
|
|
2023
Q2 | – | Sell |
-3,924
| Closed | -$1.1M | – | 317 |
|
|
2023
Q1 | $1.1M | Buy |
3,924
+142
| +4% | +$38K | 0.09% | 174 |
|
|
2022
Q4 | $997K | Buy |
3,782
+48
| +1% | +$12.7K | 0.09% | 164 |
|
|
2022
Q3 | $862K | Buy |
3,734
+391
| +12% | +$99.9K | 0.1% | 139 |
|
|
2022
Q2 | $825K | Buy |
3,343
+37
| +1% | +$9.11K | 0.1% | 146 |
|
|
2022
Q1 | $818K | Buy |
3,306
+80
| +2% | +$19.9K | 0.08% | 148 |
|
|
2021
Q4 | $865K | Buy |
3,226
+109
| +3% | +$27.5K | 0.09% | 142 |
|
|
2021
Q3 | $752K | Buy |
3,117
+254
| +9% | +$60.6K | 0.08% | 159 |
|
|
2021
Q2 | $661K | Sell |
2,863
-44
| -2% | -$10.2K | 0.07% | 162 |
|
|
2021
Q1 | $652K | Buy |
2,907
+68
| +2% | +$14.5K | 0.07% | 153 |
|
|
2020
Q4 | $609K | Buy |
2,839
+483
| +21% | +$105K | 0.07% | 165 |
|
|
2020
Q3 | $517K | Sell |
2,356
-165
| -7% | -$33.9K | 0.07% | 160 |
|
|
2020
Q2 | $465K | Sell |
2,521
-162
| -6% | -$29.7K | 0.07% | 158 |
|
|
2020
Q1 | $444K | Sell |
2,683
-196
| -7% | -$38.6K | 0.08% | 134 |
|
|
2019
Q4 | $569K | Buy |
2,879
+362
| +14% | +$71.8K | 0.09% | 119 |
|
|
2019
Q3 | $540K | Buy |
2,517
+372
| +17% | +$79.8K | 0.1% | 113 |
|
|
2019
Q2 | $445K | Buy |
2,145
+191
| +10% | +$37.8K | 0.09% | 116 |
|
|
2019
Q1 | $371K | Buy |
1,954
+38
| +2% | +$6.9K | 0.08% | 123 |
|
|
2018
Q4 | $340K | Sell |
1,916
-97
| -5% | -$17.2K | 0.09% | 93 |
|
|
2018
Q3 | $337K | Buy |
2,013
+2
| +0.1% | +$321 | 0.08% | 103 |
|
|
2018
Q2 | $315K | Sell |
2,011
-191
| -9% | -$31K | 0.08% | 106 |
|
|
2018
Q1 | $344K | Sell |
2,202
-44
| -2% | -$7.24K | 0.08% | 110 |
|
|
2017
Q4 | $387K | Buy |
2,246
+5
| +0.2% | +$840 | 0.09% | 101 |
|
|
2017
Q3 | $351K | Sell |
2,241
-190
| -8% | -$29.8K | 0.09% | 102 |
|
|
2017
Q2 | $372K | Buy |
2,431
+161
| +7% | +$23.3K | 0.1% | 88 |
|
|
2017
Q1 | $276K | Hold |
2,270
| – | – | 0.09% | 99 |
|
|
2016
Q4 | $276K | Buy |
2,270
+115
| +5% | +$13.5K | 0.09% | 99 |
|
|
2016
Q3 | $249K | Sell |
2,155
-39
| -2% | -$4.62K | 0.08% | 106 |
|
|
2016
Q2 | $264K | Buy |
2,194
+705
| +47% | +$88.3K | 0.09% | 103 |
|
|
2016
Q1 | $187K | Buy |
1,489
+4
| +0.3% | +$478 | 0.08% | 110 |
|
|
2015
Q4 | $175K | Sell |
1,485
-47
| -3% | -$5.25K | 0.16% | 60 |
|
|
2015
Q3 | $151K | Buy |
+1,532
| New | +$149K | 0.07% | 104 |
|
Other funds holding MCD
Krilogy Financial's MCD Position: Q2 2026 in Review
Krilogy Financial increased its McDonald's (MCD) stake by 16% in Q2 2026, buying an estimated $207K and bringing the position to 5,356 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #295.
Krilogy Financial first reported a position in MCD in Q3 2015 and has held it in 35 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Krilogy Financial held 5,356 shares of McDonald's worth $1.45M as of Q2 2026.
- Krilogy Financial bought 722 McDonald's shares in Q2 2026, an estimated $207K.
- McDonald's made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #295 holding.
- Krilogy Financial first reported a position in McDonald's in Q3 2015 and has held it in 35 quarters since.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.