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Marshall Financial Group (Maryland)’s McDonald's MCD Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.03M Buy
11,215
+789
+8% +$226K 0.44% 48
2026
Q1 		$3.24M Buy
10,426
+129
+1% +$41.1K 0.52% 39
2025
Q4 		$3.15M Sell
10,297
-123
-1% -$37.7K 0.61% 27
2025
Q3 		$3.17M Buy
10,420
+324
+3% +$98.6K 0.62% 33
2025
Q2 		$2.96M Buy
10,096
+43
+0.4% +$13.3K 0.58% 33
2025
Q1 		$3.14M Sell
10,053
-11
-0.1% -$3.29K 0.69% 29
2024
Q4 		$2.92M Buy
10,064
+99
+1% +$29.5K 0.71% 30
2024
Q3 		$3.03M Buy
9,965
+357
+4% +$98.4K 0.73% 27
2024
Q2 		$2.45M Buy
9,608
+235
+3% +$62.3K 0.68% 33
2024
Q1 		$2.64M Buy
9,373
+350
+4% +$102K 0.76% 28
2023
Q4 		$2.68M Buy
9,023
+458
+5% +$125K 0.86% 23
2023
Q3 		$2.26M Sell
8,565
-173
-2% -$49.3K 0.81% 29
2023
Q2 		$2.61M Buy
8,738
+51
+0.6% +$14.8K 0.89% 25
2023
Q1 		$2.43M Sell
8,687
-281
-3% -$75.3K 0.87% 28
2022
Q4 		$2.36M Buy
8,968
+474
+6% +$125K 0.92% 27
2022
Q3 		$1.96M Buy
8,494
+251
+3% +$64.2K 0.83% 26
2022
Q2 		$2.04M Buy
8,243
+2,057
+33% +$507K 0.81% 26
2022
Q1 		$1.53M Buy
6,186
+174
+3% +$43.3K 0.63% 42
2021
Q4 		$1.61M Buy
6,012
+4,019
+202% +$1.01M 0.59% 42
2021
Q3 		$481K Buy
1,993
+625
+46% +$149K 0.25% 125
2021
Q2 		$316K Buy
1,368
+249
+22% +$57.9K 0.17% 147
2021
Q1 		$251K Sell
1,119
-26
-2% -$5.56K 0.15% 121
2020
Q4 		$246K Buy
+1,145
New +$249K 0.16% 113

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

Marshall Financial Group (Maryland)'s MCD Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its McDonald's (MCD) stake by 7.6% in Q2 2026, buying an estimated $226K and bringing the position to 11,215 shares worth $3.03M. The position accounts for 0.44% of the portfolio, ranked #48.

Marshall Financial Group (Maryland) first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.24M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Marshall Financial Group (Maryland) held 11,215 shares of McDonald's worth $3.03M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 789 McDonald's shares in Q2 2026, an estimated $226K.
  • McDonald's made up 0.44% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #48 holding.
  • Marshall Financial Group (Maryland) first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s McDonald's position peaked at $3.24M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.