Prosperity Financial Group’s McDonald's MCD Stock Holding History

Prosperity 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	–	Sell	-666	Closed	-$207K	–	197
2026 Q1	$207K	Buy	+666	New	+$212K	0.08%	179
2025 Q2	–	Sell	-652	Closed	-$204K	–	175
2025 Q1	$204K	Buy	+652	New	+$195K	0.1%	152

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

Prosperity Financial Group's MCD Position: Q2 2026 in Review

Prosperity Financial Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 666 shares — an estimated $207K sold.

Prosperity Financial Group first reported a position in MCD in Q1 2025 and held it in 2 quarters. The position peaked at $207K in Q1 2026. 3,443 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Prosperity Financial Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Prosperity Financial Group sold 666 McDonald's shares in Q2 2026, an estimated $207K.
Prosperity Financial Group first reported a position in McDonald's in Q1 2025 and held it in 2 quarters.
Prosperity Financial Group's McDonald's position peaked at $207K in Q1 2026.
3,443 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.