Security Financial Services’s McDonald's MCD Stock Holding History

Security Financial Services’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	$438K	Buy	1,620 +20	+1%	+$5.74K	0.06%	146
2026 Q1	$497K	Sell	1,600 -17	-1%	-$5.42K	0.08%	131
2025 Q4	$494K	Sell	1,617 -3,608	-69%	-$1.11M	0.08%	127
2025 Q3	$1.59M	Buy	5,225 +94	+2%	+$28.6K	0.26%	66
2025 Q2	$1.5M	Buy	5,131 +88	+2%	+$27.1K	0.26%	62
2025 Q1	$1.58M	Buy	5,043 +33	+0.7%	+$9.87K	0.31%	54
2024 Q4	$1.45M	Buy	5,010 +87	+2%	+$25.9K	0.3%	59
2024 Q3	$1.5M	Buy	4,923 +164	+3%	+$45.2K	0.31%	52
2024 Q2	$1.21M	Sell	4,759 -79	-2%	-$21K	0.26%	61
2024 Q1	$1.36M	Buy	4,838 +8	+0.2%	+$2.33K	0.31%	54
2023 Q4	$1.43M	Buy	4,830 +82	+2%	+$22.3K	0.35%	52
2023 Q3	$1.25M	Sell	4,748 -61	-1%	-$17.4K	0.35%	51
2023 Q2	$1.44M	Buy	4,809 +100	+2%	+$29.1K	0.41%	47
2023 Q1	$1.32M	Hold	4,709	–	–	0.4%	47
2022 Q4	$1.24M	Sell	4,709 -3	-0.1%	-$791	0.38%	55
2022 Q3	$1.09M	Hold	4,712	–	–	0.37%	58
2022 Q2	$1.16M	Sell	4,712 -24	-0.5%	-$5.91K	0.37%	56
2022 Q1	$1.17M	Buy	4,736 +24	+0.5%	+$5.98K	0.37%	49
2021 Q4	$1.26M	Buy	+4,712	New	+$1.19M	0.42%	48

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

Security Financial Services's MCD Position: Q2 2026 in Review

Security Financial Services increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $5.74K and bringing the position to 1,620 shares worth $438K. The position accounts for 0.06% of the portfolio, ranked #146.

Security Financial Services first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Security Financial Services held 1,620 shares of McDonald's worth $438K as of Q2 2026.
Security Financial Services bought 20 McDonald's shares in Q2 2026, an estimated $5.74K.
McDonald's made up 0.06% of Security Financial Services's portfolio in Q2 2026, its #146 holding.
Security Financial Services first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's McDonald's position peaked at $1.59M in Q3 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.