Merit Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.2M | Sell |
45,211
-6,052
| -12% | -$1.74M | 0.07% | 224 |
|
|
2026
Q1 | $15.9M | Buy |
51,263
+10,348
| +25% | +$3.3M | 0.12% | 153 |
|
|
2025
Q4 | $12.5M | Buy |
40,915
+4,087
| +11% | +$1.25M | 0.1% | 166 |
|
|
2025
Q3 | $11.2M | Buy |
36,828
+1,290
| +4% | +$393K | 0.1% | 157 |
|
|
2025
Q2 | $10.4M | Buy |
35,538
+5,556
| +19% | +$1.71M | 0.12% | 141 |
|
|
2025
Q1 | $9.37M | Buy |
29,982
+4,056
| +16% | +$1.21M | 0.14% | 122 |
|
|
2024
Q4 | $7.52M | Buy |
25,926
+3,533
| +16% | +$1.05M | 0.14% | 137 |
|
|
2024
Q3 | $6.82M | Sell |
22,393
-1,278
| -5% | -$352K | 0.15% | 118 |
|
|
2024
Q2 | $6.03M | Sell |
23,671
-1,744
| -7% | -$463K | 0.13% | 123 |
|
|
2024
Q1 | $6.87M | Buy |
25,415
+6,013
| +31% | +$1.75M | 0.16% | 106 |
|
|
2023
Q4 | $5.75M | Sell |
19,402
-4,487
| -19% | -$1.22M | 0.18% | 85 |
|
|
2023
Q3 | $6.29M | Buy |
23,889
+363
| +2% | +$104K | 0.21% | 76 |
|
|
2023
Q2 | $7.02M | Buy |
23,526
+4,542
| +24% | +$1.32M | 0.23% | 69 |
|
|
2023
Q1 | $5.31M | Buy |
18,984
+1,570
| +9% | +$421K | 0.19% | 78 |
|
|
2022
Q4 | $4.59M | Buy |
17,414
+2,206
| +15% | +$582K | 0.17% | 89 |
|
|
2022
Q3 | $3.51M | Sell |
15,208
-3,008
| -17% | -$769K | 0.15% | 89 |
|
|
2022
Q2 | $4.5M | Buy |
18,216
+8,643
| +90% | +$2.13M | 0.14% | 95 |
|
|
2022
Q1 | $2.37M | Buy |
9,573
+829
| +9% | +$207K | 0.14% | 95 |
|
|
2021
Q4 | $2.34M | Sell |
8,744
-63
| -0.7% | -$15.9K | 0.23% | 49 |
|
|
2021
Q3 | $2.12M | Buy |
8,807
+505
| +6% | +$121K | 0.22% | 53 |
|
|
2021
Q2 | $1.92M | Buy |
8,302
+151
| +2% | +$35.1K | 0.18% | 58 |
|
|
2021
Q1 | $1.83M | Buy |
8,151
+290
| +4% | +$62K | 0.19% | 56 |
|
|
2020
Q4 | $1.69M | Sell |
7,861
-462
| -6% | -$100K | 0.16% | 56 |
|
|
2020
Q3 | $1.83M | Sell |
8,323
-92
| -1% | -$18.9K | 0.17% | 47 |
|
|
2020
Q2 | $1.55M | Buy |
8,415
+45
| +0.5% | +$8.25K | 0.15% | 57 |
|
|
2020
Q1 | $1.38M | Sell |
8,370
-1,498
| -15% | -$295K | 0.15% | 55 |
|
|
2019
Q4 | $1.95M | Buy |
9,868
+3,509
| +55% | +$696K | 0.17% | 44 |
|
|
2019
Q3 | $1.36M | Buy |
6,359
+621
| +11% | +$133K | 0.15% | 35 |
|
|
2019
Q2 | $1.19M | Buy |
5,738
+610
| +12% | +$121K | 0.14% | 24 |
|
|
2019
Q1 | $973K | Buy |
5,128
+2,423
| +90% | +$440K | 0.12% | 34 |
|
|
2018
Q4 | $480K | Buy |
2,705
+184
| +7% | +$32.6K | 0.07% | 54 |
|
|
2018
Q3 | $421K | Buy |
2,521
+246
| +11% | +$39.4K | 0.07% | 63 |
|
|
2018
Q2 | $356K | Buy |
2,275
+266
| +13% | +$43.1K | 0.06% | 74 |
|
|
2018
Q1 | $314K | Hold |
2,009
| – | – | 0.06% | 80 |
|
|
2017
Q4 | $345K | Buy |
+2,009
| New | +$337K | 0.07% | 74 |
|
Other funds holding MCD
Merit Financial Group's MCD Position: Q2 2026 in Review
Merit Financial Group reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $1.74M and leaving 45,211 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #224.
Merit Financial Group first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $15.9M in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Merit Financial Group held 45,211 shares of McDonald's worth $12.2M as of Q2 2026.
- Merit Financial Group sold 6,052 McDonald's shares in Q2 2026, an estimated $1.74M.
- McDonald's made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #224 holding.
- Merit Financial Group first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
- Merit Financial Group's McDonald's position peaked at $15.9M in Q1 2026.
- 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.