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Personal CFO Solutions’s McDonald's MCD Stock Holding History

Personal CFO Solutions’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 		$735K Sell
2,719
-200
-7% -$57.3K 0.11% 173
2026
Q1 		$907K Sell
2,919
-20
-0.7% -$6.37K 0.13% 140
2025
Q4 		$898K Buy
2,939
+42
+1% +$12.9K 0.14% 140
2025
Q3 		$880K Sell
2,897
-12
-0.4% -$3.65K 0.15% 133
2025
Q2 		$850K Buy
2,909
+123
+4% +$37.9K 0.16% 140
2025
Q1 		$870K Buy
2,786
+120
+5% +$35.9K 0.18% 119
2024
Q4 		$773K Buy
2,666
+121
+5% +$36.1K 0.15% 136
2024
Q3 		$775K Sell
2,545
-30
-1% -$8.27K 0.11% 190
2024
Q2 		$656K Sell
2,575
-163
-6% -$43.2K 0.1% 194
2024
Q1 		$772K Sell
2,738
-342
-11% -$99.5K 0.12% 171
2023
Q4 		$913K Buy
3,080
+206
+7% +$56.1K 0.16% 135
2023
Q3 		$757K Buy
2,874
+60
+2% +$17.1K 0.15% 134
2023
Q2 		$840K Buy
2,814
+11
+0.4% +$3.2K 0.17% 121
2023
Q1 		$784K Buy
2,803
+99
+4% +$26.5K 0.16% 121
2022
Q4 		$713K Buy
2,704
+103
+4% +$27.2K 0.15% 134
2022
Q3 		$600K Sell
2,601
-7
-0.3% -$1.79K 0.15% 134
2022
Q2 		$644K Buy
2,608
+80
+3% +$19.7K 0.15% 118
2022
Q1 		$625K Buy
2,528
+105
+4% +$26.2K 0.12% 157
2021
Q4 		$650K Buy
2,423
+56
+2% +$14.1K 0.12% 161
2021
Q3 		$571K Buy
2,367
+63
+3% +$15K 0.12% 169
2021
Q2 		$532K Buy
2,304
+148
+7% +$34.4K 0.11% 178
2021
Q1 		$483K Buy
2,156
+170
+9% +$36.4K 0.1% 183
2020
Q4 		$426K Buy
1,986
+70
+4% +$15.2K 0.11% 190
2020
Q3 		$0 Buy
1,916
+131
+7% +$26.9K ﹤0.01% 256
2020
Q2 		$329K Buy
1,785
+240
+16% +$44K 0.1% 196
2020
Q1 		$255K Buy
+1,545
New +$304K 0.09% 193

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

Personal CFO Solutions's MCD Position: Q2 2026 in Review

Personal CFO Solutions reduced its McDonald's (MCD) stake by 6.9% in Q2 2026, selling an estimated $57.3K and leaving 2,719 shares worth $735K. The position accounts for 0.11% of the portfolio, ranked #173.

Personal CFO Solutions first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $913K in Q4 2023. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Personal CFO Solutions held 2,719 shares of McDonald's worth $735K as of Q2 2026.
  • Personal CFO Solutions sold 200 McDonald's shares in Q2 2026, an estimated $57.3K.
  • McDonald's made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #173 holding.
  • Personal CFO Solutions first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Personal CFO Solutions's McDonald's position peaked at $913K in Q4 2023.
  • 3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.