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

Souders 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 		$1.56M Sell
5,757
-540
-9% -$155K 0.16% 74
2026
Q1 		$1.96M Sell
6,297
-144
-2% -$45.9K 0.22% 63
2025
Q4 		$1.97M Buy
6,441
+316
+5% +$96.8K 0.23% 57
2025
Q3 		$1.86M Sell
6,125
-291
-5% -$88.6K 0.22% 58
2025
Q2 		$1.87M Sell
6,416
-693
-10% -$214K 0.24% 57
2025
Q1 		$2.22M Sell
7,109
-3,185
-31% -$953K 0.31% 52
2024
Q4 		$2.98M Sell
10,294
-3,866
-27% -$1.15M 0.42% 56
2024
Q3 		$4.31M Buy
14,160
+9,940
+236% +$2.74M 0.6% 46
2024
Q2 		$1.08M Sell
4,220
-1,233
-23% -$327K 0.16% 92
2024
Q1 		$1.54M Sell
5,453
-160
-3% -$46.5K 0.24% 74
2023
Q4 		$1.66M Sell
5,613
-224
-4% -$61K 0.28% 72
2023
Q3 		$1.54M Sell
5,837
-31
-0.5% -$8.84K 0.3% 72
2023
Q2 		$1.75M Buy
5,868
+19
+0.3% +$5.52K 0.33% 69
2023
Q1 		$1.64M Sell
5,849
-290
-5% -$77.7K 0.35% 70
2022
Q4 		$1.62M Buy
6,139
+408
+7% +$108K 0.37% 70
2022
Q3 		$1.32M Sell
5,731
-425
-7% -$109K 0.36% 71
2022
Q2 		$1.52M Buy
6,156
+578
+10% +$142K 0.44% 62
2022
Q1 		$1.38M Buy
5,578
+160
+3% +$39.9K 0.4% 59
2021
Q4 		$1.45M Buy
5,418
+357
+7% +$90.1K 0.42% 60
2021
Q3 		$1.22M Buy
5,061
+625
+14% +$149K 0.39% 62
2021
Q2 		$1.02M Buy
4,436
+647
+17% +$151K 0.35% 66
2021
Q1 		$849K Buy
3,789
+720
+23% +$154K 0.33% 65
2020
Q4 		$659K Buy
3,069
+46
+2% +$10K 0.29% 68
2020
Q3 		$645K Buy
3,023
+87
+3% +$17.9K 0.3% 65
2020
Q2 		$542K Buy
2,936
+124
+4% +$22.7K 0.31% 70
2020
Q1 		$465K Buy
+2,812
New +$554K 0.41% 56

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

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

Souders Financial Advisors reduced its McDonald's (MCD) stake by 8.6% in Q2 2026, selling an estimated $155K and leaving 5,757 shares worth $1.56M. The position accounts for 0.16% of the portfolio, ranked #74.

Souders Financial Advisors first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.31M in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Souders Financial Advisors held 5,757 shares of McDonald's worth $1.56M as of Q2 2026.
  • Souders Financial Advisors sold 540 McDonald's shares in Q2 2026, an estimated $155K.
  • McDonald's made up 0.16% of Souders Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Souders Financial Advisors first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's McDonald's position peaked at $4.31M in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.