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

Seneca 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 		– Sell
-715
Closed -$222K – 67
2026
Q1 		$222K Hold
715
– – 0.07% 58
2025
Q4 		$219K Hold
715
– – 0.07% 61
2025
Q3 		$217K Hold
715
– – 0.07% 59
2025
Q2 		$209K Sell
715
-72
-9% -$22.2K 0.08% 55
2025
Q1 		$246K Buy
787
+72
+10% +$21.5K 0.12% 46
2024
Q4 		$207K Hold
715
– – 0.1% 51
2024
Q3 		$218K Buy
+715
New +$197K 0.11% 49
2024
Q2 		– Sell
-745
Closed -$210K – 61
2024
Q1 		$210K Buy
745
+1
+0.1% +$291 0.11% 53
2023
Q4 		$221K Buy
+744
New +$202K 0.13% 52
2023
Q3 		– Sell
-744
Closed -$222K – 52
2023
Q2 		$222K Sell
744
-100
-12% -$29.1K 0.15% 49
2023
Q1 		$236K Buy
+844
New +$226K 0.15% 51

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

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

Seneca Financial Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 715 shares — an estimated $222K sold.

Seneca Financial Advisors first reported a position in MCD in Q1 2023 and held it in 11 quarters. The position peaked at $246K in Q1 2025. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Seneca Financial Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Seneca Financial Advisors sold 715 McDonald's shares in Q2 2026, an estimated $222K.
  • Seneca Financial Advisors first reported a position in McDonald's in Q1 2023 and held it in 11 quarters.
  • Seneca Financial Advisors's McDonald's position peaked at $246K in Q1 2025.
  • 3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.