Second Half Financial Partners’s McDonald's MCD Stock Holding History

Second Half 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	–	Sell	-711	Closed	-$221K	–	115
2026 Q1	$221K	Sell	711 -24	-3%	-$7.65K	0.1%	89
2025 Q4	$225K	Buy	735 +24	+3%	+$7.35K	0.1%	88
2025 Q3	$216K	Buy	711 +7	+1%	+$2.13K	0.1%	90
2025 Q2	$206K	Buy	704 +27	+4%	+$8.32K	0.1%	83
2025 Q1	$211K	Buy	+677	New	+$202K	0.1%	80
2024 Q4	–	Sell	-6,495	Closed	-$1.98M	–	105
2024 Q3	$1.98M	Buy	+6,495	New	+$1.79M	1.05%	30
2024 Q2	–	Sell	-10,847	Closed	-$3.06M	–	57
2024 Q1	$3.06M	Buy	10,847 +323	+3%	+$93.9K	1.36%	27
2023 Q4	$3.12M	Buy	+10,524	New	+$2.86M	1.54%	19
2023 Q3	–	Sell	-901	Closed	-$269K	–	98
2023 Q2	$269K	Buy	+901	New	+$262K	0.06%	131

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Second Half Financial Partners's MCD Position: Q2 2026 in Review

Second Half Financial Partners sold out of McDonald's (MCD) in Q2 2026, closing a stake of 711 shares — an estimated $221K sold.

Second Half Financial Partners first reported a position in MCD in Q2 2023 and held it in 9 quarters. The position peaked at $3.12M in Q4 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Second Half Financial Partners reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Second Half Financial Partners sold 711 McDonald's shares in Q2 2026, an estimated $221K.
Second Half Financial Partners first reported a position in McDonald's in Q2 2023 and held it in 9 quarters.
Second Half Financial Partners's McDonald's position peaked at $3.12M in Q4 2023.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.