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Optimize Financial’s McDonald's MCD Stock Holding History

Optimize 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 		$526K Sell
1,947
-6
-0.3% -$1.72K 0.19% 127
2026
Q1 		$607K Buy
1,953
+33
+2% +$10.5K 0.3% 66
2025
Q4 		$587K Buy
1,920
+24
+1% +$7.35K 0.3% 88
2025
Q3 		$576K Sell
1,896
-361
-16% -$110K 0.3% 84
2025
Q2 		$659K Sell
2,257
-16
-0.7% -$4.93K 0.4% 72
2025
Q1 		$710K Buy
2,273
+451
+25% +$135K 0.27% 56
2024
Q4 		$528K Buy
+1,822
New +$543K 0.4% 69

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

Optimize Financial's MCD Position: Q2 2026 in Review

Optimize Financial reduced its McDonald's (MCD) stake by 0.31% in Q2 2026, selling an estimated $1.72K and leaving 1,947 shares worth $526K. The position accounts for 0.19% of the portfolio, ranked #127.

Optimize Financial first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $710K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Optimize Financial held 1,947 shares of McDonald's worth $526K as of Q2 2026.
  • Optimize Financial sold 6 McDonald's shares in Q2 2026, an estimated $1.72K.
  • McDonald's made up 0.19% of Optimize Financial's portfolio in Q2 2026, its #127 holding.
  • Optimize Financial first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's McDonald's position peaked at $710K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.