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Park Square Financial Group’s McDonald's MCD Stock Holding History

Park Square 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 		$8.11K Sell
30
-7
-19% -$2.01K 0.07% 89
2026
Q1 		$11.5K Sell
37
-19
-34% -$6.05K 0.09% 75
2025
Q4 		$16.2K Sell
56
-16
-22% -$4.9K 0.1% 105
2025
Q3 		$21.9K Sell
72
-2,632
-97% -$801K 0.09% 86
2025
Q2 		$790K Buy
2,704
+207
+8% +$63.8K 0.57% 30
2025
Q1 		$780K Buy
2,497
+1,152
+86% +$345K 0.62% 27
2024
Q4 		$390K Buy
+1,345
New +$401K 0.27% 49

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

Park Square Financial Group's MCD Position: Q2 2026 in Review

Park Square Financial Group reduced its McDonald's (MCD) stake by 19% in Q2 2026, selling an estimated $2.01K and leaving 30 shares worth $8.11K. The position accounts for 0.07% of the portfolio, ranked #89.

Park Square Financial Group first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $790K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Park Square Financial Group held 30 shares of McDonald's worth $8.11K as of Q2 2026.
  • Park Square Financial Group sold 7 McDonald's shares in Q2 2026, an estimated $2.01K.
  • McDonald's made up 0.07% of Park Square Financial Group's portfolio in Q2 2026, its #89 holding.
  • Park Square Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's McDonald's position peaked at $790K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.