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

Mattson 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 		$2.86M Sell
10,452
-251
-2% -$72K 0.6% 54
2026
Q1 		$3.33M Sell
10,703
-149
-1% -$47.5K 0.79% 37
2025
Q4 		$3.32M Sell
10,852
-361
-3% -$111K 0.77% 41
2025
Q3 		$3.41M Buy
11,213
+97
+0.9% +$29.5K 0.81% 39
2025
Q2 		$3.25M Buy
11,116
+1
+0% +$308 0.88% 34
2025
Q1 		$3.47M Sell
11,115
-53
-0.5% -$15.9K 1.04% 27
2024
Q4 		$3.4M Buy
11,168
+487
+5% +$145K 1.08% 24
2024
Q3 		$2.72M Sell
10,681
-71
-0.7% -$19.6K 0.98% 27
2024
Q2 		$2.74M Buy
+10,752
New +$2.85M 0.98% 27

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

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

Mattson Financial Services reduced its McDonald's (MCD) stake by 2.3% in Q2 2026, selling an estimated $72K and leaving 10,452 shares worth $2.86M. The position accounts for 0.6% of the portfolio, ranked #54.

Mattson Financial Services first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.47M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Mattson Financial Services held 10,452 shares of McDonald's worth $2.86M as of Q2 2026.
  • Mattson Financial Services sold 251 McDonald's shares in Q2 2026, an estimated $72K.
  • McDonald's made up 0.6% of Mattson Financial Services's portfolio in Q2 2026, its #54 holding.
  • Mattson Financial Services first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
  • Mattson Financial Services's McDonald's position peaked at $3.47M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.