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

Nations 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 		$2.65M Buy
9,789
+63
+0.6% +$18.1K 0.13% 178
2026
Q1 		$3.02M Buy
9,726
+1
+0% +$319 0.16% 153
2025
Q4 		$2.97M Buy
9,725
+277
+3% +$84.8K 0.16% 153
2025
Q3 		$2.87M Sell
9,448
-39
-0.4% -$11.9K 0.18% 138
2025
Q2 		$2.77M Sell
9,487
-4,145
-30% -$1.28M 0.19% 134
2025
Q1 		$4.26M Buy
13,632
+2,031
+18% +$607K 0.33% 72
2024
Q4 		$3.36M Buy
11,601
+8
+0.1% +$2.39K 0.25% 102
2024
Q3 		$3.53M Buy
11,593
+675
+6% +$186K 0.26% 96
2024
Q2 		$2.78M Buy
10,918
+562
+5% +$149K 0.23% 108
2024
Q1 		$2.92M Sell
10,356
-176
-2% -$51.2K 0.25% 99
2023
Q4 		$3.12M Buy
10,532
+113
+1% +$30.8K 0.29% 79
2023
Q3 		$2.74M Buy
10,419
+516
+5% +$147K 0.28% 86
2023
Q2 		$2.96M Buy
9,903
+228
+2% +$66.2K 0.29% 80
2023
Q1 		$2.71M Buy
9,675
+871
+10% +$233K 0.28% 88
2022
Q4 		$2.32M Buy
8,804
+6,535
+288% +$1.72M 0.26% 101
2022
Q3 		$524K Sell
2,269
-88
-4% -$22.5K 0.08% 285
2022
Q2 		$582K Sell
2,357
-393
-14% -$96.8K 0.08% 273
2022
Q1 		$680K Buy
2,750
+505
+22% +$126K 0.08% 262
2021
Q4 		$602K Buy
2,245
+49
+2% +$12.4K 0.08% 261
2021
Q3 		$530K Sell
2,196
-59
-3% -$14.1K 0.08% 256
2021
Q2 		$521K Buy
2,255
+480
+27% +$112K 0.09% 247
2021
Q1 		$398K Sell
1,775
-66
-4% -$14.1K 0.09% 251
2020
Q4 		$395K Sell
1,841
-33
-2% -$7.18K 0.1% 227
2020
Q3 		$411K Sell
1,874
-14
-0.7% -$2.87K 0.13% 196
2020
Q2 		$348K Buy
1,888
+204
+12% +$37.4K 0.12% 194
2020
Q1 		$279K Sell
1,684
-205
-11% -$40.4K 0.12% 198
2019
Q4 		$373K Sell
1,889
-161
-8% -$31.9K 0.13% 200
2019
Q3 		$403K Sell
2,050
-303
-13% -$65K 0.15% 190
2019
Q2 		$489K Buy
2,353
+500
+27% +$99K 0.32% 90
2019
Q1 		$352K Buy
1,853
+106
+6% +$19.2K 0.24% 114
2018
Q4 		$310K Buy
1,747
+53
+3% +$9.4K 0.25% 112
2018
Q3 		$283K Sell
1,694
-10
-0.6% -$1.6K 0.2% 127
2018
Q2 		$267K Sell
1,704
-136
-7% -$22.1K 0.22% 125
2018
Q1 		$288K Buy
1,840
+90
+5% +$14.8K 0.26% 112
2017
Q4 		$301K Buy
1,750
+36
+2% +$6.05K 0.28% 112
2017
Q3 		$269K Sell
1,714
-756
-31% -$118K 0.26% 115
2017
Q2 		$378K Buy
2,470
+600
+32% +$86.7K 0.31% 95
2017
Q1 		$242K Sell
1,870
-480
-20% -$60.2K 0.24% 127
2016
Q4 		$286K Buy
2,350
+133
+6% +$15.6K 0.31% 100
2016
Q3 		$256K Buy
2,217
+22
+1% +$2.61K 0.25% 125
2016
Q2 		$264K Buy
2,195
+326
+17% +$40.8K 0.28% 116
2016
Q1 		$235K Hold
1,869
– – 0.27% 113
2015
Q4 		$221K Buy
+1,869
New +$209K 0.29% 107

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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

Nations Financial Group increased its McDonald's (MCD) stake by 0.65% in Q2 2026, buying an estimated $18.1K and bringing the position to 9,789 shares worth $2.65M. The position accounts for 0.13% of the portfolio, ranked #178.

Nations Financial Group first reported a position in MCD in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.26M in Q1 2025. 1,102 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Nations Financial Group held 9,789 shares of McDonald's worth $2.65M as of Q2 2026.
  • Nations Financial Group bought 63 McDonald's shares in Q2 2026, an estimated $18.1K.
  • McDonald's made up 0.13% of Nations Financial Group's portfolio in Q2 2026, its #178 holding.
  • Nations Financial Group first reported a position in McDonald's in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's McDonald's position peaked at $4.26M in Q1 2025.
  • 1,102 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.