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

Prospect 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	$210K	Buy	776 +1	+0.1%	+$287	0.11%	111
2026 Q1	$241K	Sell	775 -46	-6%	-$14.7K	0.15%	88
2025 Q4	$251K	Sell	821 -112	-12%	-$34.3K	0.14%	86
2025 Q3	$284K	Buy	933 +24	+3%	+$7.3K	0.16%	79
2025 Q2	$266K	Sell	909 -360	-28%	-$111K	0.17%	80
2025 Q1	$397K	Buy	1,269 +2	+0.2%	+$598	0.22%	69
2024 Q4	$367K	Hold	1,267	–	–	0.2%	75
2024 Q3	$386K	Buy	1,267 +12	+1%	+$3.31K	0.24%	66
2024 Q2	$320K	Buy	1,255 +2	+0.2%	+$531	0.25%	59
2024 Q1	$353K	Buy	1,253 +113	+10%	+$32.9K	0.29%	54
2023 Q4	$338K	Buy	+1,140	New	+$310K	0.34%	51

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Prospect Financial Services increased its McDonald's (MCD) stake by 0.13% in Q2 2026, buying an estimated $287 and bringing the position to 776 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #111.

Prospect Financial Services first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $397K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Prospect Financial Services held 776 shares of McDonald's worth $210K as of Q2 2026.
Prospect Financial Services bought 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.11% of Prospect Financial Services's portfolio in Q2 2026, its #111 holding.
Prospect Financial Services first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Prospect Financial Services's McDonald's position peaked at $397K in Q1 2025.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.