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Patriot Financial Group Insurance Agency’s McDonald's MCD Stock Holding History

Patriot Financial Group Insurance Agency’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 		$840K Sell
3,080
-3,244
-51% -$930K 0.09% 253
2026
Q1 		$1.97M Buy
6,324
+587
+10% +$187K 0.11% 212
2025
Q4 		$1.75M Buy
5,737
+2,487
+77% +$762K 0.21% 128
2025
Q3 		$988K Buy
3,250
+146
+5% +$44.4K 0.13% 196
2025
Q2 		$907K Sell
3,104
-82
-3% -$25.3K 0.1% 220
2025
Q1 		$995K Sell
3,186
-65
-2% -$19.4K 0.13% 193
2024
Q4 		$942K Sell
3,251
-132
-4% -$39.4K 0.13% 185
2024
Q3 		$1.03M Buy
3,383
+27
+0.8% +$7.44K 0.14% 178
2024
Q2 		$855K Sell
3,356
-53
-2% -$14.1K 0.13% 184
2024
Q1 		$961K Buy
3,409
+184
+6% +$53.5K 0.15% 158
2023
Q4 		$956K Sell
3,225
-2,710
-46% -$738K 0.18% 136
2023
Q3 		$1.56M Sell
5,935
-102
-2% -$29.1K 0.32% 69
2023
Q2 		$1.8M Buy
6,037
+334
+6% +$97K 0.34% 64
2023
Q1 		$1.59M Buy
5,703
+113
+2% +$30.3K 0.32% 69
2022
Q4 		$1.47M Buy
5,590
+23
+0.4% +$6.07K 0.2% 68
2022
Q3 		$1.28M Sell
5,567
-94
-2% -$24K 0.31% 74
2022
Q2 		$1.4M Buy
5,661
+9
+0.2% +$2.22K 0.28% 72
2022
Q1 		$1.4M Sell
5,652
-470
-8% -$117K 0.25% 90
2021
Q4 		$1.64M Sell
6,122
-69
-1% -$17.4K 0.27% 77
2021
Q3 		$1.49M Sell
6,191
-177
-3% -$42.2K 0.26% 85
2021
Q2 		$1.47M Buy
6,368
+218
+4% +$50.7K 0.27% 80
2021
Q1 		$1.38M Buy
6,150
+84
+1% +$18K 0.32% 59
2020
Q4 		$1.3M Buy
6,066
+236
+4% +$51.3K 0.33% 59
2020
Q3 		$1.28M Buy
5,830
+95
+2% +$19.5K 0.42% 46
2020
Q2 		$1.06M Buy
5,735
+227
+4% +$41.6K 0.4% 51
2020
Q1 		$911K Buy
5,508
+361
+7% +$71.1K 0.42% 47
2019
Q4 		$1.02M Sell
5,147
-448
-8% -$88.9K 0.38% 48
2019
Q3 		$1.2M Buy
5,595
+184
+3% +$39.4K 0.54% 33
2019
Q2 		$1.13M Buy
5,411
+240
+5% +$47.5K 0.49% 38
2019
Q1 		$982K Sell
5,171
-442
-8% -$80.2K 0.5% 34
2018
Q4 		$997K Buy
5,613
+700
+14% +$124K 0.66% 25
2018
Q3 		$822K Sell
4,913
-3,165
-39% -$507K 0.49% 26
2018
Q2 		$1.27M Sell
8,078
-1,814
-18% -$294K 1.35% 11
2018
Q1 		$1.56M Buy
9,892
+5
+0.1% +$823 1.15% 12
2017
Q4 		$1.72M Sell
9,887
-2,058
-17% -$346K 1.29% 11
2017
Q3 		$1.91M Sell
11,945
-159
-1% -$24.9K 1.71% 9
2017
Q2 		$1.88M Sell
12,104
-3,567
-23% -$516K 1.96% 7
2017
Q1 		$2.04M Buy
15,671
+6,205
+66% +$779K 2.15% 7
2016
Q4 		$1.16M Buy
+9,466
New +$1.11M 1.58% 8

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MCD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its McDonald's (MCD) stake by 51% in Q2 2026, selling an estimated $930K and leaving 3,080 shares worth $840K. The position accounts for 0.09% of the portfolio, ranked #253.

Patriot Financial Group Insurance Agency first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.04M in Q1 2017. 1,786 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,080 shares of McDonald's worth $840K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,244 McDonald's shares in Q2 2026, an estimated $930K.
  • McDonald's made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #253 holding.
  • Patriot Financial Group Insurance Agency first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's McDonald's position peaked at $2.04M in Q1 2017.
  • 1,786 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.