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

Mosaic 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	$1.1M	Sell	4,060 -27	-0.7%	-$7.74K	0.7%	35
2026 Q1	$1.27M	Sell	4,087 -12	-0.3%	-$3.82K	0.9%	28
2025 Q4	$1.25M	Hold	4,099	–	–	0.86%	29
2025 Q3	$1.25M	Hold	4,099	–	–	0.89%	29
2025 Q2	$1.2M	Sell	4,099 -17	-0.4%	-$5.24K	0.92%	28
2025 Q1	$1.29M	Hold	4,116	–	–	1.05%	23
2024 Q4	$1.19M	Hold	4,116	–	–	0.86%	30
2024 Q3	$1.25M	Sell	4,116 -288	-7%	-$79.4K	0.89%	30
2024 Q2	$1.12M	Sell	4,404 -132	-3%	-$35K	0.81%	34
2024 Q1	$1.28M	Buy	+4,536	New	+$1.32M	1.02%	27

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Mosaic Financial Group reduced its McDonald's (MCD) stake by 0.66% in Q2 2026, selling an estimated $7.74K and leaving 4,060 shares worth $1.1M. The position accounts for 0.7% of the portfolio, ranked #35.

Mosaic Financial Group first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.29M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Mosaic Financial Group held 4,060 shares of McDonald's worth $1.1M as of Q2 2026.
Mosaic Financial Group sold 27 McDonald's shares in Q2 2026, an estimated $7.74K.
McDonald's made up 0.7% of Mosaic Financial Group's portfolio in Q2 2026, its #35 holding.
Mosaic Financial Group first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's McDonald's position peaked at $1.29M in Q1 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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