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

RTD 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	$282K	Sell	1,043 -36	-3%	-$10.3K	0.03%	115
2026 Q1	$335K	Buy	1,079 +36	+3%	+$11.5K	0.04%	101
2025 Q4	$319K	Hold	1,043	–	–	0.04%	102
2025 Q3	$317K	Hold	1,043	–	–	0.04%	96
2025 Q2	$305K	Sell	1,043 -57	-5%	-$17.6K	0.04%	92
2025 Q1	$344K	Buy	1,100 +57	+5%	+$17K	0.05%	93
2024 Q4	$302K	Hold	1,043	–	–	0.04%	104
2024 Q3	$318K	Hold	1,043	–	–	0.04%	102
2024 Q2	$266K	Buy	1,043 +30	+3%	+$7.96K	0.04%	101
2024 Q1	$286K	Hold	1,013	–	–	0.04%	93
2023 Q4	$300K	Hold	1,013	–	–	0.04%	94
2023 Q3	$267K	Hold	1,013	–	–	0.04%	94
2023 Q2	$302K	Hold	1,013	–	–	0.04%	91
2023 Q1	$283K	Sell	1,013 -190	-16%	-$50.9K	0.04%	90
2022 Q4	$317K	Hold	1,203	–	–	0.05%	86
2022 Q3	$278K	Sell	1,203 -35	-3%	-$8.95K	0.05%	83
2022 Q2	$306K	Hold	1,238	–	–	0.05%	91
2022 Q1	$306K	Hold	1,238	–	–	0.04%	95
2021 Q4	$332K	Buy	+1,238	New	+$313K	0.04%	97

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

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

RTD Financial Advisors reduced its McDonald's (MCD) stake by 3.3% in Q2 2026, selling an estimated $10.3K and leaving 1,043 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #115.

RTD Financial Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $344K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

RTD Financial Advisors held 1,043 shares of McDonald's worth $282K as of Q2 2026.
RTD Financial Advisors sold 36 McDonald's shares in Q2 2026, an estimated $10.3K.
McDonald's made up 0.03% of RTD Financial Advisors's portfolio in Q2 2026, its #115 holding.
RTD Financial Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's McDonald's position peaked at $344K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.