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Oxford Financial Group’s McDonald's MCD Stock Holding History

Oxford Financial Group’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 		$21.9M Buy
80,956
+143
+0.2% +$41K 1.11% 15
2026
Q1 		$25.1M Buy
80,813
+223
+0.3% +$71K 1.35% 15
2025
Q4 		$24.6M Buy
80,590
+311
+0.4% +$95.3K 1.35% 15
2025
Q3 		$24.4M Buy
80,279
+516
+0.6% +$157K 1.38% 15
2025
Q2 		$23.3M Buy
79,763
+289
+0.4% +$89.1K 1.38% 15
2025
Q1 		$24.8M Buy
79,474
+255
+0.3% +$76.3K 1.74% 14
2024
Q4 		$23M Buy
79,219
+200
+0.3% +$59.6K 1.49% 14
2024
Q3 		$24.1M Sell
79,019
-644
-0.8% -$178K 1.53% 16
2024
Q2 		$20.3M Sell
79,663
-85
-0.1% -$22.6K 1.34% 16
2024
Q1 		$22.5M Buy
79,748
+129
+0.2% +$37.5K 1.56% 15
2023
Q4 		$23.6M Buy
79,619
+664
+0.8% +$181K 1.73% 14
2023
Q3 		$20.8M Sell
78,955
-241
-0.3% -$68.7K 1.8% 13
2023
Q2 		$23.6M Buy
79,196
+555
+0.7% +$161K 2.25% 11
2023
Q1 		$22M Buy
78,641
+1,298
+2% +$348K 2.47% 11
2022
Q4 		$20.4M Buy
77,343
+1,047
+1% +$276K 2.37% 11
2022
Q3 		$17.6M Buy
76,296
+52,240
+217% +$13.4M 2.65% 10
2022
Q2 		$5.94M Buy
24,056
+19,473
+425% +$4.8M 0.88% 19
2022
Q1 		$1.13M Buy
4,583
+1,886
+70% +$470K 0.14% 68
2021
Q4 		$723K Sell
2,697
-278
-9% -$70.2K 0.08% 97
2021
Q3 		$717K Buy
2,975
+242
+9% +$57.8K 0.09% 91
2021
Q2 		$631K Sell
2,733
-58
-2% -$13.5K 0.08% 95
2021
Q1 		$626K Buy
2,791
+83
+3% +$17.8K 0.09% 93
2020
Q4 		$581K Buy
2,708
+27
+1% +$5.87K 0.08% 93
2020
Q3 		$588K Sell
2,681
-751
-22% -$154K 0.09% 87
2020
Q2 		$633K Buy
3,432
+156
+5% +$28.6K 0.11% 82
2020
Q1 		$542K Buy
+3,276
New +$645K 0.11% 80

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

Oxford Financial Group's MCD Position: Q2 2026 in Review

Oxford Financial Group increased its McDonald's (MCD) stake by 0.18% in Q2 2026, buying an estimated $41K and bringing the position to 80,956 shares worth $21.9M. The position accounts for 1.11% of the portfolio, ranked #15.

Oxford Financial Group first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $25.1M in Q1 2026. 3,469 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Oxford Financial Group held 80,956 shares of McDonald's worth $21.9M as of Q2 2026.
  • Oxford Financial Group bought 143 McDonald's shares in Q2 2026, an estimated $41K.
  • McDonald's made up 1.11% of Oxford Financial Group's portfolio in Q2 2026, its #15 holding.
  • Oxford Financial Group first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's McDonald's position peaked at $25.1M in Q1 2026.
  • 3,469 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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