Quantum Financial Advisors’s McDonald's MCD Stock Holding History

Quantum Financial Advisors’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	$238K	Buy	880 +46	+6%	+$13.2K	0.02%	223
2026 Q1	$259K	Buy	834 +5	+0.6%	+$1.59K	0.03%	189
2025 Q4	$253K	Buy	829 +2	+0.2%	+$613	0.03%	173
2025 Q3	$251K	Sell	827 -12	-1%	-$3.65K	0.03%	161
2025 Q2	$245K	Sell	839 -269	-24%	-$82.9K	0.03%	155
2025 Q1	$346K	Sell	1,108 -668	-38%	-$200K	0.05%	109
2024 Q4	$515K	Hold	1,776	–	–	0.08%	89
2024 Q3	$541K	Buy	1,776 +975	+122%	+$269K	0.08%	90
2024 Q2	$204K	Buy	801 +85	+12%	+$22.6K	0.04%	162
2024 Q1	$202K	Sell	716 -6	-0.8%	-$1.75K	0.04%	171
2023 Q4	$214K	Sell	722 -672	-48%	-$183K	0.05%	113
2023 Q3	$367K	Buy	1,394 +677	+94%	+$193K	0.11%	67
2023 Q2	$214K	Hold	717	–	–	0.06%	93
2023 Q1	$200K	Buy	+717	New	+$192K	0.06%	94

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

Quantum Financial Advisors's MCD Position: Q2 2026 in Review

Quantum Financial Advisors increased its McDonald's (MCD) stake by 5.5% in Q2 2026, buying an estimated $13.2K and bringing the position to 880 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #223.

Quantum Financial Advisors first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $541K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Quantum Financial Advisors held 880 shares of McDonald's worth $238K as of Q2 2026.
Quantum Financial Advisors bought 46 McDonald's shares in Q2 2026, an estimated $13.2K.
McDonald's made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #223 holding.
Quantum Financial Advisors first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
Quantum Financial Advisors's McDonald's position peaked at $541K in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.