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Madrona Financial Services’s McDonald's MCD Stock Holding History

Madrona Financial Services’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 		$268K Sell
991
-83
-8% -$23.8K 0.05% 114
2026
Q1 		$334K Buy
1,074
+27
+3% +$8.6K 0.07% 80
2025
Q4 		$320K Sell
1,047
-11
-1% -$3.37K 0.07% 88
2025
Q3 		$322K Sell
1,058
-34
-3% -$10.3K 0.07% 83
2025
Q2 		$319K Buy
1,092
+23
+2% +$7.09K 0.08% 78
2025
Q1 		$334K Sell
1,069
-1
-0.1% -$299 0.09% 74
2024
Q4 		$310K Sell
1,070
-4
-0.4% -$1.19K 0.08% 80
2024
Q3 		$327K Buy
1,074
+42
+4% +$11.6K 0.09% 72
2024
Q2 		$263K Buy
1,032
+13
+1% +$3.45K 0.08% 75
2024
Q1 		$287K Hold
1,019
– – 0.1% 68
2023
Q4 		$302K Sell
1,019
-8
-0.8% -$2.18K 0.12% 64
2023
Q3 		$271K Buy
1,027
+99
+11% +$28.2K 0.12% 76
2023
Q2 		$277K Sell
928
-174
-16% -$50.6K 0.14% 78
2023
Q1 		$308K Buy
1,102
+199
+22% +$53.3K 0.17% 63
2022
Q4 		$238K Hold
903
– – 0.14% 66
2022
Q3 		$208K Buy
903
+65
+8% +$16.6K 0.13% 69
2022
Q2 		$207K Hold
838
– – 0.12% 77
2022
Q1 		$213K Hold
838
– – 0.1% 76
2021
Q4 		$225K Hold
838
– – 0.1% 69
2021
Q3 		$202K Buy
+838
New +$200K 0.1% 64

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

Madrona Financial Services's MCD Position: Q2 2026 in Review

Madrona Financial Services reduced its McDonald's (MCD) stake by 7.7% in Q2 2026, selling an estimated $23.8K and leaving 991 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #114.

Madrona Financial Services first reported a position in MCD in Q3 2021 and has held it in 20 quarters since. The position peaked at $334K in Q1 2025. 627 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Madrona Financial Services held 991 shares of McDonald's worth $268K as of Q2 2026.
  • Madrona Financial Services sold 83 McDonald's shares in Q2 2026, an estimated $23.8K.
  • McDonald's made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #114 holding.
  • Madrona Financial Services first reported a position in McDonald's in Q3 2021 and has held it in 20 quarters since.
  • Madrona Financial Services's McDonald's position peaked at $334K in Q1 2025.
  • 627 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.