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Longview Financial Advisors’s McDonald's MCD Stock Holding History

Longview Financial Advisors’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 		– Sell
-600
Closed -$186K – 111
2026
Q1 		$186K Buy
+600
New +$191K 0.11% 46

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Longview Financial Advisors's MCD Position: Q2 2026 in Review

Longview Financial Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 600 shares — an estimated $186K sold.

Longview Financial Advisors first reported a position in MCD in Q1 2026 and held it in 1 quarter. The position peaked at $186K in Q1 2026. 629 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Longview Financial Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 600 McDonald's shares in Q2 2026, an estimated $186K.
  • Longview Financial Advisors first reported a position in McDonald's in Q1 2026 and held it in 1 quarter.
  • Longview Financial Advisors's McDonald's position peaked at $186K in Q1 2026.
  • 629 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.