Napier Financial’s McDonald's MCD Stock Holding History

Napier Financial’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	$34.9K	Sell	129 -43	-25%	-$12.3K	0.01%	242
2026 Q1	$53.5K	Buy	+172	New	+$54.8K	0.01%	207

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

Napier Financial's MCD Position: Q2 2026 in Review

Napier Financial reduced its McDonald's (MCD) stake by 25% in Q2 2026, selling an estimated $12.3K and leaving 129 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #242.

Napier Financial first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $53.5K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Napier Financial held 129 shares of McDonald's worth $34.9K as of Q2 2026.
Napier Financial sold 43 McDonald's shares in Q2 2026, an estimated $12.3K.
McDonald's made up 0.01% of Napier Financial's portfolio in Q2 2026, its #242 holding.
Napier Financial first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
Napier Financial's McDonald's position peaked at $53.5K in Q1 2026.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.