New England Capital Financial Advisors’s McDonald's MCD Stock Holding History

New England Capital Financial Advisors’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	$333K	Buy	1,232 +3	+0.2%	+$860	0.08%	47
2026 Q1	$382K	Buy	1,229 +3	+0.2%	+$956	0.1%	43
2025 Q4	$375K	Buy	1,226 +3	+0.2%	+$919	0.15%	42
2025 Q3	$372K	Buy	1,223 +3	+0.2%	+$913	0.16%	43
2025 Q2	$356K	Buy	1,220 +3	+0.2%	+$925	0.16%	41
2025 Q1	$380K	Buy	1,217 +3	+0.2%	+$897	0.19%	38
2024 Q4	$352K	Buy	1,214 +3	+0.2%	+$895	0.17%	42
2024 Q3	$369K	Buy	1,211 +26	+2%	+$7.17K	0.19%	38
2024 Q2	$302K	Buy	1,185 +3	+0.3%	+$796	0.17%	40
2024 Q1	$333K	Buy	1,182 +3	+0.3%	+$872	0.19%	38
2023 Q4	$350K	Buy	1,179 +3	+0.3%	+$817	0.21%	35
2023 Q3	$310K	Buy	1,176 +2	+0.2%	+$570	0.21%	35
2023 Q2	$350K	Buy	1,174 +2	+0.2%	+$581	0.23%	36
2023 Q1	$328K	Buy	1,172 +3	+0.3%	+$804	0.23%	36
2022 Q4	$314K	Buy	+1,169	New	+$308K	0.22%	38

Other funds holding MCD

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New England Capital Financial Advisors's MCD Position: Q2 2026 in Review

New England Capital Financial Advisors increased its McDonald's (MCD) stake by 0.24% in Q2 2026, buying an estimated $860 and bringing the position to 1,232 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #47.

New England Capital Financial Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $382K in Q1 2026. 2,206 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

New England Capital Financial Advisors held 1,232 shares of McDonald's worth $333K as of Q2 2026.
New England Capital Financial Advisors bought 3 McDonald's shares in Q2 2026, an estimated $860.
McDonald's made up 0.08% of New England Capital Financial Advisors's portfolio in Q2 2026, its #47 holding.
New England Capital Financial Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's McDonald's position peaked at $382K in Q1 2026.
2,206 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.