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OMC Financial Services’s McDonald's MCD Stock Holding History

OMC Financial Services’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 		$5.02M Sell
18,559
-599
-3% -$172K 1.66% 18
2026
Q1 		$5.95M Buy
19,158
+48
+0.3% +$15.3K 2.31% 11
2025
Q4 		$5.84M Sell
19,110
-322
-2% -$98.6K 2.18% 11
2025
Q3 		$5.91M Sell
19,432
-2
-0% -$609 2.19% 11
2025
Q2 		$5.68M Sell
19,434
-277
-1% -$85.4K 2.32% 11
2025
Q1 		$6.16M Sell
19,711
-24
-0.1% -$7.18K 2.76% 8
2024
Q4 		$5.72M Buy
19,735
+1,827
+10% +$545K 2.43% 11
2024
Q3 		$4.56M Hold
17,908
– – 2.16% 12
2024
Q2 		$4.56M Buy
17,908
+261
+1% +$69.2K 2.15% 12
2024
Q1 		$4.97M Buy
+17,647
New +$5.13M 2.53% 9

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OMC Financial Services's MCD Position: Q2 2026 in Review

OMC Financial Services reduced its McDonald's (MCD) stake by 3.1% in Q2 2026, selling an estimated $172K and leaving 18,559 shares worth $5.02M. The position accounts for 1.66% of the portfolio, ranked #18.

OMC Financial Services first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.16M in Q1 2025. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • OMC Financial Services held 18,559 shares of McDonald's worth $5.02M as of Q2 2026.
  • OMC Financial Services sold 599 McDonald's shares in Q2 2026, an estimated $172K.
  • McDonald's made up 1.66% of OMC Financial Services's portfolio in Q2 2026, its #18 holding.
  • OMC Financial Services first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
  • OMC Financial Services's McDonald's position peaked at $6.16M in Q1 2025.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.