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

Nadler 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 		$923K Sell
3,413
-3,499
-51% -$1M 0.08% 57
2026
Q1 		$2.15M Buy
6,912
+7
+0.1% +$2.23K 0.21% 40
2025
Q4 		$2.11M Buy
6,905
+475
+7% +$145K 0.2% 42
2025
Q3 		$1.95M Sell
6,430
-680
-10% -$207K 0.19% 41
2025
Q2 		$2.08M Sell
7,110
-644
-8% -$199K 0.21% 40
2025
Q1 		$2.42M Buy
7,754
+172
+2% +$51.4K 0.27% 37
2024
Q4 		$2.2M Sell
7,582
-46
-0.6% -$13.7K 0.23% 37
2024
Q3 		$2.32M Sell
7,628
-191
-2% -$52.6K 0.26% 37
2024
Q2 		$1.99M Sell
7,819
-330
-4% -$87.5K 0.23% 38
2024
Q1 		$2.3M Buy
8,149
+3,780
+87% +$1.1M 0.28% 32
2023
Q4 		$1.3M Buy
4,369
+147
+3% +$40K 0.17% 41
2023
Q3 		$1.11M Buy
4,222
+10
+0.2% +$2.85K 0.17% 45
2023
Q2 		$1.26M Sell
4,212
-3,501
-45% -$1.02M 0.18% 41
2023
Q1 		$2.16M Buy
7,713
+111
+1% +$29.7K 0.34% 34
2022
Q4 		$2M Sell
7,602
-270
-3% -$71.2K 0.35% 31
2022
Q3 		$1.82M Buy
7,872
+9
+0.1% +$2.3K 0.35% 32
2022
Q2 		$1.94M Sell
7,863
-25
-0.3% -$6.16K 0.36% 31
2022
Q1 		$1.95M Sell
7,888
-1,750
-18% -$436K 0.31% 35
2021
Q4 		$2.58M Sell
9,638
-257
-3% -$64.9K 0.38% 32
2021
Q3 		$2.39M Buy
9,895
+27
+0.3% +$6.45K 0.39% 32
2021
Q2 		$2.28M Buy
9,868
+29
+0.3% +$6.75K 0.37% 31
2021
Q1 		$2.21M Buy
9,839
+19
+0.2% +$4.06K 0.39% 31
2020
Q4 		$2.11M Sell
9,820
-5
-0.1% -$1.09K 0.4% 29
2020
Q3 		$2.16M Sell
9,825
-365
-4% -$74.9K 0.48% 26
2020
Q2 		$1.88M Buy
10,190
+1,413
+16% +$259K 0.47% 26
2020
Q1 		$1.45M Buy
8,777
+131
+2% +$25.8K 0.45% 25
2019
Q4 		$1.71M Buy
8,646
+222
+3% +$44K 0.42% 24
2019
Q3 		$1.81M Buy
8,424
+7
+0.1% +$1.5K 0.5% 23
2019
Q2 		$1.75M Sell
8,417
-30
-0.4% -$5.94K 0.51% 23
2019
Q1 		$1.6M Buy
8,447
+18
+0.2% +$3.27K 0.51% 23
2018
Q4 		$1.5M Buy
8,429
+247
+3% +$43.8K 0.49% 23
2018
Q3 		$1.37M Sell
8,182
-18
-0.2% -$2.88K 0.37% 26
2018
Q2 		$1.28M Buy
8,200
+1,219
+17% +$198K 0.36% 25
2018
Q1 		$1.09M Sell
6,981
-230
-3% -$37.8K 0.34% 25
2017
Q4 		$1.24M Buy
7,211
+309
+4% +$51.9K 0.38% 25
2017
Q3 		$1.08M Buy
6,902
+54
+0.8% +$8.46K 0.36% 29
2017
Q2 		$1.05M Buy
6,848
+262
+4% +$37.9K 0.36% 31
2017
Q1 		$854K Sell
6,586
-32
-0.5% -$4.01K 0.3% 32
2016
Q4 		$806K Sell
6,618
-233
-3% -$27.3K 0.3% 32
2016
Q3 		$790K Buy
6,851
+59
+0.9% +$6.99K 0.31% 32
2016
Q2 		$817K Buy
6,792
+13
+0.2% +$1.63K 0.34% 31
2016
Q1 		$852K Sell
6,779
-32
-0.5% -$3.82K 0.37% 30
2015
Q4 		$805K Sell
6,811
-73
-1% -$8.16K 0.36% 31
2015
Q3 		$678K Sell
6,884
-765
-10% -$74.5K 0.34% 32
2015
Q2 		$727K Sell
7,649
-1,225
-14% -$118K 0.34% 30
2015
Q1 		$865K Sell
8,874
-900
-9% -$85.4K 0.42% 25
2014
Q4 		$916K Sell
9,774
-472
-5% -$44.2K 0.47% 23
2014
Q3 		$971K Sell
10,246
-1,335
-12% -$127K 0.58% 18
2014
Q2 		$1.17M Sell
11,581
-385
-3% -$38.9K 0.73% 14
2014
Q1 		$1.17M Sell
11,966
-344
-3% -$32.9K 0.78% 14
2013
Q4 		$1.19M Buy
12,310
+29
+0.2% +$2.79K 0.77% 14
2013
Q3 		$1.18M Sell
12,281
-218
-2% -$21.3K 0.86% 17
2013
Q2 		$1.24M Buy
+12,499
New +$1.25M 0.87% 16

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Nadler Financial Group reduced its McDonald's (MCD) stake by 51% in Q2 2026, selling an estimated $1M and leaving 3,413 shares worth $923K. The position accounts for 0.08% of the portfolio, ranked #57.

Nadler Financial Group first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.58M in Q4 2021. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Nadler Financial Group held 3,413 shares of McDonald's worth $923K as of Q2 2026.
  • Nadler Financial Group sold 3,499 McDonald's shares in Q2 2026, an estimated $1M.
  • McDonald's made up 0.08% of Nadler Financial Group's portfolio in Q2 2026, its #57 holding.
  • Nadler Financial Group first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Nadler Financial Group's McDonald's position peaked at $2.58M in Q4 2021.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.