Red Mountain Financial’s McDonald's MCD Stock Holding History

Red Mountain Financial’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	$329K	Hold	1,218	–	–	0.28%	61
2026 Q1	$379K	Hold	1,218	–	–	0.36%	49
2025 Q4	$372K	Hold	1,218	–	–	0.37%	47
2025 Q3	$370K	Hold	1,218	–	–	0.38%	45
2025 Q2	$356K	Hold	1,218	–	–	0.4%	45
2025 Q1	$380K	Hold	1,218	–	–	0.46%	41
2024 Q4	$353K	Hold	1,218	–	–	0.38%	41
2024 Q3	$371K	Hold	1,218	–	–	0.39%	41
2024 Q2	$310K	Buy	+1,218	New	+$323K	0.37%	47
2023 Q4	$361K	Buy	+1,218	New	+$332K	0.56%	42

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

Red Mountain Financial's MCD Position: Q2 2026 in Review

Red Mountain Financial held its McDonald's (MCD) position steady in Q2 2026 at 1,218 shares worth $329K. The position accounts for 0.28% of the portfolio, ranked #61.

Red Mountain Financial first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $380K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Red Mountain Financial held 1,218 shares of McDonald's worth $329K as of Q2 2026.
Red Mountain Financial left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.28% of Red Mountain Financial's portfolio in Q2 2026, its #61 holding.
Red Mountain Financial first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's McDonald's position peaked at $380K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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