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Matthew Goff Investment Advisor’s McDonald's MCD Stock Holding History

Matthew Goff Investment Advisor’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 		$535K Hold
1,980
– – 0.09% 70
2026
Q1 		$615K Buy
1,980
+169
+9% +$53.8K 0.1% 81
2025
Q4 		$553K Sell
1,811
-192
-10% -$58.8K 0.1% 66
2025
Q3 		$609K Buy
2,003
+52
+3% +$15.8K 0.1% 71
2025
Q2 		$570K Buy
1,951
+1,051
+117% +$324K 0.11% 70
2025
Q1 		$281K Hold
900
– – 0.05% 95
2024
Q4 		$261K Buy
900
+34
+4% +$10.1K 0.05% 93
2024
Q3 		$264K Hold
866
– – 0.05% 94
2024
Q2 		$221K Sell
866
-83
-9% -$22K 0.05% 94
2024
Q1 		$268K Sell
949
-81
-8% -$23.6K 0.05% 87
2023
Q4 		$305K Hold
1,030
– – 0.07% 83
2023
Q3 		$271K Sell
1,030
-194
-16% -$55.3K 0.07% 82
2023
Q2 		$365K Sell
1,224
-15
-1% -$4.36K 0.09% 79
2023
Q1 		$346K Sell
1,239
-8
-0.6% -$2.14K 0.09% 76
2022
Q4 		$329K Hold
1,247
– – 0.09% 76
2022
Q3 		$288K Buy
1,247
+15
+1% +$3.83K 0.08% 69
2022
Q2 		$304K Sell
1,232
-170
-12% -$41.9K 0.08% 68
2022
Q1 		$347K Hold
1,402
– – 0.08% 68
2021
Q4 		$376K Buy
1,402
+8
+0.6% +$2.02K 0.09% 67
2021
Q3 		$336K Hold
1,394
– – 0.08% 76
2021
Q2 		$322K Hold
1,394
– – 0.08% 75
2021
Q1 		$312K Hold
1,394
– – 0.09% 76
2020
Q4 		$299K Buy
1,394
+131
+10% +$28.5K 0.09% 72
2020
Q3 		$277K Hold
1,263
– – 0.09% 69
2020
Q2 		$233K Buy
1,263
+19
+2% +$3.48K 0.08% 72
2020
Q1 		$206K Buy
1,244
+53
+4% +$10.4K 0.09% 52
2019
Q4 		$235K Hold
1,191
– – 0.09% 54
2019
Q3 		$256K Hold
1,191
– – 0.11% 53
2019
Q2 		$247K Hold
1,191
– – 0.11% 51
2019
Q1 		$226K Hold
1,191
– – 0.1% 50
2018
Q4 		$211K Buy
+1,191
New +$211K 0.11% 50
2018
Q3 		– Sell
-1,361
Closed -$213K – 73
2018
Q2 		$213K Hold
1,361
– – 0.08% 70
2018
Q1 		$213K Hold
1,361
– – 0.09% 69
2017
Q4 		$234K Buy
1,361
+23
+2% +$3.86K 0.1% 68
2017
Q3 		$210K Hold
1,338
– – 0.09% 70
2017
Q2 		$205K Buy
+1,338
New +$193K 0.18% 37

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Matthew Goff Investment Advisor's MCD Position: Q2 2026 in Review

Matthew Goff Investment Advisor held its McDonald's (MCD) position steady in Q2 2026 at 1,980 shares worth $535K. The position accounts for 0.09% of the portfolio, ranked #70.

Matthew Goff Investment Advisor first reported a position in MCD in Q2 2017 and has held it in 36 quarters since. The position peaked at $615K in Q1 2026. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Matthew Goff Investment Advisor held 1,980 shares of McDonald's worth $535K as of Q2 2026.
  • Matthew Goff Investment Advisor left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.09% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #70 holding.
  • Matthew Goff Investment Advisor first reported a position in McDonald's in Q2 2017 and has held it in 36 quarters since.
  • Matthew Goff Investment Advisor's McDonald's position peaked at $615K in Q1 2026.
  • 895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.