Ritter Daniher Financial Advisory’s McDonald's MCD Stock Holding History

Ritter Daniher Financial Advisory’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	$249K	Sell	920 -105	-10%	-$30.1K	0.04%	150
2026 Q1	$319K	Buy	1,025 +1	+0.1%	+$319	0.05%	128
2025 Q4	$313K	Hold	1,024	–	–	0.05%	134
2025 Q3	$311K	Buy	1,024 +808	+374%	+$246K	0.05%	128
2025 Q2	$63.1K	Hold	216	–	–	0.02%	156
2025 Q1	$67.5K	Hold	216	–	–	0.02%	136
2024 Q4	$62.6K	Hold	216	–	–	0.02%	143
2024 Q3	$65.8K	Hold	216	–	–	0.02%	138
2024 Q2	$55K	Sell	216 -145	-40%	-$38.5K	0.02%	141
2024 Q1	$102K	Sell	361 -144	-29%	-$41.9K	0.03%	111
2023 Q4	$150K	Hold	505	–	–	0.06%	91
2023 Q3	$133K	Hold	505	–	–	0.06%	91
2023 Q2	$151K	Hold	505	–	–	0.06%	76
2023 Q1	$141K	Hold	505	–	–	0.06%	76
2022 Q4	$133K	Hold	505	–	–	0.06%	85
2022 Q3	$117K	Hold	505	–	–	0.08%	81
2022 Q2	$125K	Buy	505 +222	+78%	+$54.7K	0.09%	77
2022 Q1	$70K	Buy	283 +128	+83%	+$31.9K	0.05%	98
2021 Q4	$42K	Hold	155	–	–	0.03%	116
2021 Q3	$37K	Hold	155	–	–	0.03%	121
2021 Q2	$36K	Hold	155	–	–	0.03%	114
2021 Q1	$35K	Hold	155	–	–	0.03%	106
2020 Q4	$33K	Buy	+155	New	+$33.7K	0.03%	105

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

Ritter Daniher Financial Advisory's MCD Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its McDonald's (MCD) stake by 10% in Q2 2026, selling an estimated $30.1K and leaving 920 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #150.

Ritter Daniher Financial Advisory first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $319K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ritter Daniher Financial Advisory held 920 shares of McDonald's worth $249K as of Q2 2026.
Ritter Daniher Financial Advisory sold 105 McDonald's shares in Q2 2026, an estimated $30.1K.
McDonald's made up 0.04% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #150 holding.
Ritter Daniher Financial Advisory first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's McDonald's position peaked at $319K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.