OFS
MCD icon

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

OneAscent 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 		$1.04M Sell
3,857
-146
-4% -$41.9K 0.05% 224
2026
Q1 		$1.24M Buy
4,003
+1,668
+71% +$531K 0.07% 176
2025
Q4 		$714K Sell
2,335
-1,417
-38% -$434K 0.07% 195
2025
Q3 		$1.14M Sell
3,752
-178
-5% -$54.2K 0.08% 168
2025
Q2 		$1.16M Sell
3,930
-3,498
-47% -$1.08M 0.08% 154
2025
Q1 		$2.33M Buy
7,428
+4,261
+135% +$1.27M 0.15% 98
2024
Q4 		$918K Buy
3,167
+431
+16% +$129K 0.08% 166
2024
Q3 		$833K Buy
+2,736
New +$754K 0.6% 40
2024
Q2 		– Sell
-2,991
Closed -$843K – 324
2024
Q1 		$843K Sell
2,991
-141
-5% -$41K 0.09% 141
2023
Q4 		$929K Buy
3,132
+1,300
+71% +$354K 0.12% 119
2023
Q3 		$483K Buy
+1,832
New +$522K 0.13% 122
2023
Q2 		– Sell
-1,400
Closed -$391K – 179
2023
Q1 		$391K Buy
1,400
+263
+23% +$70.5K 0.16% 83
2022
Q4 		$300K Buy
1,137
+143
+14% +$37.7K 0.13% 115
2022
Q3 		$229K Sell
994
-20
-2% -$5.11K 0.09% 165
2022
Q2 		$250K Buy
+1,014
New +$250K 0.11% 174
2020
Q3 		– Sell
-1,224
Closed -$226K – 198
2020
Q2 		$226K Buy
+1,224
New +$224K 0.15% 148

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 $3.38T AUM 44.17% 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

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

OneAscent Financial Services reduced its McDonald's (MCD) stake by 3.6% in Q2 2026, selling an estimated $41.9K and leaving 3,857 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #224.

OneAscent Financial Services first reported a position in MCD in Q2 2020 and has held it in 16 quarters since. The position peaked at $2.33M in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • OneAscent Financial Services held 3,857 shares of McDonald's worth $1.04M as of Q2 2026.
  • OneAscent Financial Services sold 146 McDonald's shares in Q2 2026, an estimated $41.9K.
  • McDonald's made up 0.05% of OneAscent Financial Services's portfolio in Q2 2026, its #224 holding.
  • OneAscent Financial Services first reported a position in McDonald's in Q2 2020 and has held it in 16 quarters since.
  • OneAscent Financial Services's McDonald's position peaked at $2.33M in Q1 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.