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Mission Financial Group’s McDonald's MCD Stock Holding History

Mission Financial Group’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 		$275K Buy
+1,017
New +$292K 0.23% 116
2025
Q1 		$349K Buy
+1,123
New +$336K 0.32% 84
2021
Q4 		$342K Buy
+1,118
New +$282K 0.32% 86

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

Mission Financial Group's MCD Position: Q2 2026 in Review

Mission Financial Group opened a new position in McDonald's (MCD) in Q2 2026: 1,017 shares worth $275K. The stake represents 0.23% of the portfolio and ranks #116 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in MCD as recently as Q1 2025.

Mission Financial Group first reported a position in MCD in Q4 2021 and has held it in 3 quarters since. The position peaked at $349K in Q1 2025. 3,458 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Mission Financial Group held 1,017 shares of McDonald's worth $275K as of Q2 2026.
  • McDonald's was a new Mission Financial Group position in Q2 2026.
  • McDonald's made up 0.23% of Mission Financial Group's portfolio in Q2 2026, its #116 holding.
  • Mission Financial Group first reported a position in McDonald's in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's McDonald's position peaked at $349K in Q1 2025.
  • 3,458 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.