RFA
MCD icon

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

Resurgent 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 		$685K Buy
2,533
+1,291
+104% +$370K 0.19% 121
2026
Q1 		$386K Sell
1,242
-23
-2% -$7.33K 0.14% 176
2025
Q4 		$387K Sell
1,265
-4
-0.3% -$1.23K 0.19% 147
2025
Q3 		$386K Buy
1,269
+4
+0.3% +$1.22K 0.19% 148
2025
Q2 		$369K Buy
1,265
+16
+1% +$4.93K 0.2% 131
2025
Q1 		$390K Sell
1,249
-8
-0.6% -$2.39K 0.23% 119
2024
Q4 		$364K Buy
1,257
+4
+0.3% +$1.19K 0.21% 128
2024
Q3 		$382K Sell
1,253
-49
-4% -$13.5K 0.22% 131
2024
Q2 		$332K Sell
1,302
-18
-1% -$4.78K 0.21% 134
2024
Q1 		$372K Buy
1,320
+16
+1% +$4.65K 0.2% 131
2023
Q4 		$387K Buy
1,304
+68
+6% +$18.5K 0.24% 112
2023
Q3 		$326K Buy
1,236
+107
+9% +$30.5K 0.22% 102
2023
Q2 		$337K Buy
1,129
+6
+0.5% +$1.74K 0.22% 101
2023
Q1 		$314K Sell
1,123
-1,121
-50% -$300K 0.21% 103
2022
Q4 		$591K Buy
2,244
+230
+11% +$60.7K 0.31% 79
2022
Q3 		$465K Buy
2,014
+3
+0.1% +$767 0.31% 93
2022
Q2 		$496K Buy
+2,011
New +$495K 0.32% 93

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Resurgent Financial Advisors increased its McDonald's (MCD) stake by 104% in Q2 2026, buying an estimated $370K and bringing the position to 2,533 shares worth $685K. The position accounts for 0.19% of the portfolio, ranked #121.

Resurgent Financial Advisors first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. 3,464 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Resurgent Financial Advisors held 2,533 shares of McDonald's worth $685K as of Q2 2026.
  • Resurgent Financial Advisors bought 1,291 McDonald's shares in Q2 2026, an estimated $370K.
  • McDonald's made up 0.19% of Resurgent Financial Advisors's portfolio in Q2 2026, its #121 holding.
  • Resurgent Financial Advisors first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • 3,464 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.