NavPoint Financial’s McDonald's MCD Stock Holding History

NavPoint 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	$280K	Hold	1,037	–	–	0.1%	69
2026 Q1	$322K	Hold	1,037	–	–	0.13%	59
2025 Q4	$317K	Buy	1,037 +100	+11%	+$30.6K	0.14%	62
2025 Q3	$285K	Hold	937	–	–	0.15%	56
2025 Q2	$274K	Hold	937	–	–	0.17%	52
2025 Q1	$293K	Buy	937 +100	+12%	+$29.9K	0.21%	47
2024 Q4	$243K	Hold	837	–	–	0.19%	46
2024 Q3	$255K	Hold	837	–	–	0.21%	44
2024 Q2	$213K	Hold	837	–	–	0.19%	44
2024 Q1	$236K	Hold	837	–	–	0.21%	43
2023 Q4	$248K	Buy	+837	New	+$228K	0.23%	40

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

NavPoint Financial's MCD Position: Q2 2026 in Review

NavPoint Financial held its McDonald's (MCD) position steady in Q2 2026 at 1,037 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #69.

NavPoint Financial first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $322K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

NavPoint Financial held 1,037 shares of McDonald's worth $280K as of Q2 2026.
NavPoint Financial left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.1% of NavPoint Financial's portfolio in Q2 2026, its #69 holding.
NavPoint Financial first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
NavPoint Financial's McDonald's position peaked at $322K in Q1 2026.
1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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