Meridian Financial’s McDonald's MCD Stock Holding History

Meridian Financial’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	$356K	Hold	1,315	–	–	0.17%	104
2026 Q1	$409K	Hold	1,315	–	–	0.22%	83
2025 Q4	$402K	Buy	1,315 +13	+1%	+$3.98K	0.22%	87
2025 Q3	$396K	Hold	1,302	–	–	0.22%	84
2025 Q2	$381K	Hold	1,302	–	–	0.25%	81
2025 Q1	$407K	Hold	1,302	–	–	0.29%	67
2024 Q4	$378K	Sell	1,302 -200	-13%	-$59.6K	0.26%	69
2024 Q3	$458K	Hold	1,502	–	–	0.31%	63
2024 Q2	$383K	Hold	1,502	–	–	0.28%	67
2024 Q1	$424K	Hold	1,502	–	–	0.32%	61
2023 Q4	$445K	Buy	1,502 +200	+15%	+$54.4K	0.35%	56
2023 Q3	$343K	Sell	1,302 -73	-5%	-$20.8K	0.32%	59
2023 Q2	$410K	Hold	1,375	–	–	0.37%	54
2023 Q1	$385K	Sell	1,375 -27	-2%	-$7.23K	0.37%	55
2022 Q4	$370K	Hold	1,402	–	–	0.39%	54
2022 Q3	$324K	Hold	1,402	–	–	0.38%	56
2022 Q2	$346K	Hold	1,402	–	–	0.39%	58
2022 Q1	$347K	Hold	1,402	–	–	0.36%	59
2021 Q4	$376K	Buy	+1,402	New	+$354K	0.35%	58

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meridian Financial's MCD Position: Q2 2026 in Review

Meridian Financial held its McDonald's (MCD) position steady in Q2 2026 at 1,315 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #104.

Meridian Financial first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $458K in Q3 2024. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Meridian Financial held 1,315 shares of McDonald's worth $356K as of Q2 2026.
Meridian Financial left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.17% of Meridian Financial's portfolio in Q2 2026, its #104 holding.
Meridian Financial first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's McDonald's position peaked at $458K in Q3 2024.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.