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

Richardson 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 		$903K Sell
3,340
-57
-2% -$16.3K 0.51% 44
2026
Q1 		$1.06M Sell
3,397
-11
-0.3% -$3.5K 0.66% 28
2025
Q4 		$1.04M Buy
3,408
+80
+2% +$24.5K 0.34% 35
2025
Q3 		$1.01M Buy
3,328
+109
+3% +$33.2K 0.63% 36
2025
Q2 		$958K Buy
3,219
+37
+1% +$11.4K 0.64% 34
2025
Q1 		$994K Buy
3,182
+29
+0.9% +$8.67K 0.76% 29
2024
Q4 		$913K Buy
3,153
+10
+0.3% +$2.98K 0.64% 39
2024
Q3 		$801K Hold
3,143
– – 0.51% 51
2024
Q2 		$801K Sell
3,143
-75
-2% -$19.9K 0.58% 46
2024
Q1 		$907K Buy
3,218
+147
+5% +$42.8K 0.64% 42
2023
Q4 		$911K Buy
+3,071
New +$836K 0.8% 31

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Richardson Financial Services reduced its McDonald's (MCD) stake by 1.7% in Q2 2026, selling an estimated $16.3K and leaving 3,340 shares worth $903K. The position accounts for 0.51% of the portfolio, ranked #44.

Richardson Financial Services first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2026. 2,779 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Richardson Financial Services held 3,340 shares of McDonald's worth $903K as of Q2 2026.
  • Richardson Financial Services sold 57 McDonald's shares in Q2 2026, an estimated $16.3K.
  • McDonald's made up 0.51% of Richardson Financial Services's portfolio in Q2 2026, its #44 holding.
  • Richardson Financial Services first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's McDonald's position peaked at $1.06M in Q1 2026.
  • 2,779 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.