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

Miller 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 		$545K Buy
2,016
+281
+16% +$80.6K 0.44% 73
2026
Q1 		$539K Sell
1,735
-15
-0.9% -$4.78K 0.59% 56
2025
Q4 		$535K Sell
1,750
-35
-2% -$10.7K 0.63% 49
2025
Q3 		$542K Sell
1,785
-20
-1% -$6.09K 0.63% 49
2025
Q2 		$527K Hold
1,805
– – 0.67% 49
2025
Q1 		$564K Sell
1,805
-23
-1% -$6.88K 0.81% 41
2024
Q4 		$530K Buy
+1,828
New +$545K 0.45% 76

Other funds holding MCD

Swedbank
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Miller Financial Services increased its McDonald's (MCD) stake by 16% in Q2 2026, buying an estimated $80.6K and bringing the position to 2,016 shares worth $545K. The position accounts for 0.44% of the portfolio, ranked #73.

Miller Financial Services first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $564K in Q1 2025. 1,418 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Miller Financial Services held 2,016 shares of McDonald's worth $545K as of Q2 2026.
  • Miller Financial Services bought 281 McDonald's shares in Q2 2026, an estimated $80.6K.
  • McDonald's made up 0.44% of Miller Financial Services's portfolio in Q2 2026, its #73 holding.
  • Miller Financial Services first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Miller Financial Services's McDonald's position peaked at $564K in Q1 2025.
  • 1,418 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.