MAFA
MCD icon

MJT & Associates Financial Advisory’s McDonald's MCD Stock Holding History

MJT & Associates Financial Advisory’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 		$385K Buy
1,424
+10
+0.7% +$2.87K 0.25% 27
2026
Q1 		$439K Sell
1,414
-431
-23% -$137K 0.32% 22
2025
Q4 		$564K Sell
1,845
-105
-5% -$32.2K 0.42% 22
2025
Q3 		$593K Hold
1,950
– – 0.48% 19
2025
Q2 		$570K Hold
1,950
– – 0.71% 17
2025
Q1 		$609K Buy
+1,950
New +$583K 0.58% 18

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MJT & Associates Financial Advisory's MCD Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its McDonald's (MCD) stake by 0.71% in Q2 2026, buying an estimated $2.87K and bringing the position to 1,424 shares worth $385K. The position accounts for 0.25% of the portfolio, ranked #27.

MJT & Associates Financial Advisory first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $609K in Q1 2025. 983 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MJT & Associates Financial Advisory held 1,424 shares of McDonald's worth $385K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 10 McDonald's shares in Q2 2026, an estimated $2.87K.
  • McDonald's made up 0.25% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #27 holding.
  • MJT & Associates Financial Advisory first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's McDonald's position peaked at $609K in Q1 2025.
  • 983 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.