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Roxbury Financial’s McDonald's MCD Stock Holding History

Roxbury 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 		$1.16M Buy
4,279
+617
+17% +$177K 0.91% 31
2026
Q1 		$1.14M Buy
3,662
+193
+6% +$61.5K 1.02% 28
2025
Q4 		$1.06M Sell
3,469
-41
-1% -$12.6K 0.95% 28
2025
Q3 		$1.07M Sell
3,510
-41
-1% -$12.5K 0.98% 28
2025
Q2 		$1.04M Sell
3,551
-70
-2% -$21.6K 1.01% 28
2025
Q1 		$1.12M Sell
3,621
-90
-2% -$26.9K 1.09% 27
2024
Q4 		$1.1M Buy
+3,711
New +$1.11M 1.06% 28

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

Roxbury Financial's MCD Position: Q2 2026 in Review

Roxbury Financial increased its McDonald's (MCD) stake by 17% in Q2 2026, buying an estimated $177K and bringing the position to 4,279 shares worth $1.16M. The position accounts for 0.91% of the portfolio, ranked #31.

Roxbury Financial first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Roxbury Financial held 4,279 shares of McDonald's worth $1.16M as of Q2 2026.
  • Roxbury Financial bought 617 McDonald's shares in Q2 2026, an estimated $177K.
  • McDonald's made up 0.91% of Roxbury Financial's portfolio in Q2 2026, its #31 holding.
  • Roxbury Financial first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.