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Physicians Financial Services’s McDonald's MCD Stock Holding History

Physicians Financial Services’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 		$5.54M Buy
20,476
+48
+0.2% +$13.8K 1.38% 19
2026
Q1 		$6.35M Buy
20,428
+340
+2% +$108K 1.74% 13
2025
Q4 		$6.14M Sell
20,088
-175
-0.9% -$53.6K 1.65% 11
2025
Q3 		$6.16M Sell
20,263
-25
-0.1% -$7.61K 1.68% 13
2025
Q2 		$5.93M Sell
20,288
-99
-0.5% -$30.5K 1.77% 13
2025
Q1 		$6.37M Buy
20,387
+125
+0.6% +$37.4K 2.03% 12
2024
Q4 		$5.87M Buy
20,262
+375
+2% +$112K 1.78% 12
2024
Q3 		$6.06M Sell
19,887
-400
-2% -$110K 1.88% 12
2024
Q2 		$5.17M Buy
20,287
+560
+3% +$149K 1.68% 14
2024
Q1 		$5.56M Sell
19,727
-157
-0.8% -$45.7K 1.96% 13
2023
Q4 		$5.9M Buy
19,884
+99
+0.5% +$26.9K 2.23% 8
2023
Q3 		$5.21M Buy
19,785
+1
+0% +$285 2.13% 10
2023
Q2 		$5.9M Sell
19,784
-50
-0.3% -$14.5K 2.32% 7
2023
Q1 		$5.55M Buy
19,834
+94
+0.5% +$25.2K 2.35% 8
2022
Q4 		$5.2M Sell
19,740
-36
-0.2% -$9.5K 2.34% 9
2022
Q3 		$4.56M Sell
19,776
-579
-3% -$148K 2.21% 11
2022
Q2 		$5.03M Buy
20,355
+694
+4% +$171K 2.24% 9
2022
Q1 		$4.86M Sell
19,661
-250
-1% -$62.3K 1.86% 11
2021
Q4 		$5.34M Sell
19,911
-242
-1% -$61.1K 1.97% 9
2021
Q3 		$4.86M Sell
20,153
-40
-0.2% -$9.55K 1.97% 8
2021
Q2 		$4.66M Sell
20,193
-812
-4% -$189K 1.91% 10
2021
Q1 		$4.71M Buy
21,005
+1,374
+7% +$294K 2.02% 10
2020
Q4 		$4.21M Sell
19,631
-493
-2% -$107K 2.03% 8
2020
Q3 		$4.42M Sell
20,124
-297
-1% -$61K 2.2% 8
2020
Q2 		$3.77M Buy
20,421
+1,014
+5% +$186K 2.08% 10
2020
Q1 		$3.21M Buy
19,407
+20
+0.1% +$3.94K 2.21% 9
2019
Q4 		$3.83M Buy
19,387
+225
+1% +$44.6K 2.07% 12
2019
Q3 		$4.11M Sell
19,162
-72
-0.4% -$15.4K 2.35% 8
2019
Q2 		$3.99M Sell
19,234
-125
-0.6% -$24.8K 2.35% 8
2019
Q1 		$3.68M Buy
19,359
+50
+0.3% +$9.07K 2.28% 10
2018
Q4 		$3.43M Buy
19,309
+1,083
+6% +$192K 2.49% 8
2018
Q3 		$3.05M Buy
18,226
+1
+0% +$160 2.1% 11
2018
Q2 		$2.86M Sell
18,225
-100
-0.5% -$16.2K 2.14% 12
2018
Q1 		$2.09M Buy
18,325
+950
+5% +$156K 1.66% 19
2017
Q4 		$2.99M Sell
17,375
-375
-2% -$63K 2.28% 11
2017
Q3 		$2.78M Hold
17,750
– – 2.27% 11
2017
Q2 		$2.72M Sell
17,750
-884
-5% -$128K 2.3% 9
2017
Q1 		$2.42M Sell
18,634
-679
-4% -$85.2K 2.08% 12
2016
Q4 		$2.31M Buy
19,313
+248
+1% +$29.1K 1.89% 11
2016
Q3 		$2.2M Buy
19,065
+402
+2% +$47.6K 1.83% 12
2016
Q2 		$2.25M Sell
18,663
-98
-0.5% -$12.3K 1.97% 10
2016
Q1 		$2.36M Buy
18,761
+104
+0.6% +$12.4K 2.13% 8
2015
Q4 		$2.2M Buy
+18,657
New +$2.09M 2.04% 9

Other funds holding MCD

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Physicians Financial Services's MCD Position: Q2 2026 in Review

Physicians Financial Services increased its McDonald's (MCD) stake by 0.23% in Q2 2026, buying an estimated $13.8K and bringing the position to 20,476 shares worth $5.54M. The position accounts for 1.38% of the portfolio, ranked #19.

Physicians Financial Services first reported a position in MCD in Q4 2015 and has held it in 43 quarters since. The position peaked at $6.37M in Q1 2025. 1,273 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Physicians Financial Services held 20,476 shares of McDonald's worth $5.54M as of Q2 2026.
  • Physicians Financial Services bought 48 McDonald's shares in Q2 2026, an estimated $13.8K.
  • McDonald's made up 1.38% of Physicians Financial Services's portfolio in Q2 2026, its #19 holding.
  • Physicians Financial Services first reported a position in McDonald's in Q4 2015 and has held it in 43 quarters since.
  • Physicians Financial Services's McDonald's position peaked at $6.37M in Q1 2025.
  • 1,273 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.