Leeward Financial Partners’s McDonald's MCD Stock Holding History

Leeward Financial Partners’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	$257K	Hold	950	–	–	0.07%	99
2026 Q1	$295K	Hold	950	–	–	0.09%	83
2025 Q4	$290K	Buy	950 +200	+27%	+$61.3K	0.08%	87
2025 Q3	$228K	Hold	750	–	–	0.06%	96
2025 Q2	$219K	Hold	750	–	–	0.07%	97
2025 Q1	$234K	Hold	750	–	–	0.09%	77
2024 Q4	$217K	Hold	750	–	–	0.08%	87
2024 Q3	$228K	Buy	+750	New	+$207K	0.09%	82
2024 Q2	–	Sell	-750	Closed	-$211K	–	92
2024 Q1	$211K	Sell	750 -5	-0.7%	-$1.45K	0.09%	90
2023 Q4	$224K	Buy	+755	New	+$205K	0.11%	84

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leeward Financial Partners's MCD Position: Q2 2026 in Review

Leeward Financial Partners held its McDonald's (MCD) position steady in Q2 2026 at 950 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #99.

Leeward Financial Partners first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $295K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Leeward Financial Partners held 950 shares of McDonald's worth $257K as of Q2 2026.
Leeward Financial Partners left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.07% of Leeward Financial Partners's portfolio in Q2 2026, its #99 holding.
Leeward Financial Partners first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Leeward Financial Partners's McDonald's position peaked at $295K in Q1 2026.
3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.