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Morris Financial Concepts’s McDonald's MCD Stock Holding History

Morris Financial Concepts’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 		– Sell
-690
Closed -$214K – 206
2026
Q1 		$214K Sell
690
-1
-0.1% -$319 0.07% 133
2025
Q4 		$211K Sell
691
-2
-0.3% -$613 0.07% 131
2025
Q3 		$211K Sell
693
-3
-0.4% -$913 0.08% 132
2025
Q2 		$203K Sell
696
-2,953
-81% -$910K 0.08% 133
2025
Q1 		$1.14M Buy
3,649
+17
+0.5% +$5.08K 0.48% 37
2024
Q4 		$1.05M Buy
3,632
+13
+0.4% +$3.88K 0.45% 38
2024
Q3 		$1.1M Buy
3,619
+55
+2% +$15.2K 0.47% 40
2024
Q2 		$908K Buy
3,564
+7
+0.2% +$1.86K 0.43% 41
2024
Q1 		$1M Buy
3,557
+28
+0.8% +$8.14K 0.51% 35
2023
Q4 		$1.05M Buy
3,529
+15
+0.4% +$4.08K 0.6% 31
2023
Q3 		$926K Buy
3,514
+15
+0.4% +$4.28K 0.62% 31
2023
Q2 		$1.04M Buy
3,499
+14
+0.4% +$4.07K 0.67% 28
2023
Q1 		$974K Buy
3,485
+16
+0.5% +$4.29K 0.69% 29
2022
Q4 		$914K Buy
3,469
+16
+0.5% +$4.22K 0.74% 28
2022
Q3 		$797K Sell
3,453
-1
-0% -$256 0.83% 25
2022
Q2 		$853K Sell
3,454
-7
-0.2% -$1.72K 0.81% 24
2022
Q1 		$856K Buy
3,461
+60
+2% +$14.9K 0.71% 23
2021
Q4 		$912K Buy
+3,401
New +$859K 0.76% 23

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

Morris Financial Concepts's MCD Position: Q2 2026 in Review

Morris Financial Concepts sold out of McDonald's (MCD) in Q2 2026, closing a stake of 690 shares — an estimated $214K sold.

Morris Financial Concepts first reported a position in MCD in Q4 2021 and held it in 18 quarters. The position peaked at $1.14M in Q1 2025. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Morris Financial Concepts reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Morris Financial Concepts sold 690 McDonald's shares in Q2 2026, an estimated $214K.
  • Morris Financial Concepts first reported a position in McDonald's in Q4 2021 and held it in 18 quarters.
  • Morris Financial Concepts's McDonald's position peaked at $1.14M in Q1 2025.
  • 3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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