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Scarborough Advisors’s McDonald's MCD Stock Holding History

Scarborough 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 		– Sell
-344
Closed -$107K – 449
2026
Q1 		$107K Buy
+344
New +$110K 0.01% 181
2024
Q1 		– Sell
-568
Closed -$168K – 588
2023
Q4 		$168K Buy
+568
New +$155K 0.03% 81
2023
Q3 		– Sell
-673
Closed -$201K – 75
2023
Q2 		$201K Buy
+673
New +$196K 0.05% 66

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Scarborough Advisors's MCD Position: Q2 2026 in Review

Scarborough Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 344 shares — an estimated $107K sold.

Scarborough Advisors first reported a position in MCD in Q2 2023 and held it in 3 quarters. The position peaked at $201K in Q2 2023. 920 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Scarborough Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 344 McDonald's shares in Q2 2026, an estimated $107K.
  • Scarborough Advisors first reported a position in McDonald's in Q2 2023 and held it in 3 quarters.
  • Scarborough Advisors's McDonald's position peaked at $201K in Q2 2023.
  • 920 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.