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Paragon Financial Partners’s McDonald's MCD Stock Holding History

Paragon Financial Partners’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 		$989K Sell
3,653
-18
-0.5% -$5.16K 0.53% 32
2026
Q1 		$1.11M Buy
3,671
+1
+0% +$319 0.63% 27
2025
Q4 		$1.12M Buy
3,670
+1
+0% +$306 0.69% 26
2025
Q3 		$1.11M Buy
3,669
+2
+0.1% +$609 0.7% 25
2025
Q2 		$1.07M Buy
3,667
+1
+0% +$308 0.73% 25
2025
Q1 		$1.15M Buy
3,666
+1
+0% +$299 0.9% 22
2024
Q4 		$1.06M Sell
3,665
-152
-4% -$45.3K 0.8% 24
2024
Q3 		$1.16M Buy
3,817
+2
+0.1% +$551 0.85% 22
2024
Q2 		$972K Buy
3,815
+3
+0.1% +$796 0.76% 24
2024
Q1 		$1.07M Buy
3,812
+2
+0.1% +$582 0.88% 21
2023
Q4 		$1.13M Sell
3,810
-137
-3% -$37.3K 1.08% 17
2023
Q3 		$1.04M Buy
3,947
+1
+0% +$285 1.08% 17
2023
Q2 		$1.18M Buy
3,946
+1
+0% +$291 1.11% 17
2023
Q1 		$1.1M Buy
3,945
+131
+3% +$35.1K 1.16% 16
2022
Q4 		$1.01M Buy
3,814
+1
+0% +$264 1.11% 17
2022
Q3 		$880K Buy
3,813
+2
+0.1% +$511 0.99% 19
2022
Q2 		$941K Buy
3,811
+1
+0% +$246 0.97% 20
2022
Q1 		$942K Buy
3,810
+21
+0.6% +$5.23K 0.82% 20
2021
Q4 		$1.02M Buy
+3,789
New +$957K 0.83% 21

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

Paragon Financial Partners's MCD Position: Q2 2026 in Review

Paragon Financial Partners reduced its McDonald's (MCD) stake by 0.49% in Q2 2026, selling an estimated $5.16K and leaving 3,653 shares worth $989K. The position accounts for 0.53% of the portfolio, ranked #32.

Paragon Financial Partners first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Paragon Financial Partners held 3,653 shares of McDonald's worth $989K as of Q2 2026.
  • Paragon Financial Partners sold 18 McDonald's shares in Q2 2026, an estimated $5.16K.
  • McDonald's made up 0.53% of Paragon Financial Partners's portfolio in Q2 2026, its #32 holding.
  • Paragon Financial Partners first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Paragon Financial Partners's McDonald's position peaked at $1.18M in Q2 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.