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Root Financial Partners’s McDonald's MCD Stock Holding History

Root Financial Partners’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 		$360K Sell
1,333
-202
-13% -$57.9K 0.01% 250
2026
Q1 		$477K Buy
1,535
+599
+64% +$191K 0.02% 167
2025
Q4 		$286K Sell
936
-522
-36% -$160K 0.01% 235
2025
Q3 		$443K Sell
1,458
-52
-3% -$15.8K 0.03% 162
2025
Q2 		$441K Buy
1,510
+709
+89% +$219K 0.04% 141
2025
Q1 		$249K Buy
801
+11
+1% +$3.29K 0.03% 178
2024
Q4 		$229K Buy
+790
New +$236K 0.03% 186

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

Root Financial Partners's MCD Position: Q2 2026 in Review

Root Financial Partners reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $57.9K and leaving 1,333 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #250.

Root Financial Partners first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $477K in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Root Financial Partners held 1,333 shares of McDonald's worth $360K as of Q2 2026.
  • Root Financial Partners sold 202 McDonald's shares in Q2 2026, an estimated $57.9K.
  • McDonald's made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #250 holding.
  • Root Financial Partners first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's McDonald's position peaked at $477K in Q1 2026.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.