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Sound Financial Strategies Group’s McDonald's MCD Stock Holding History

Sound Financial Strategies Group’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 		$348K Buy
1,286
+47
+4% +$13.5K 0.22% 71
2026
Q1 		$385K Sell
1,239
-1,261
-50% -$402K 0.26% 58
2025
Q4 		$764K Buy
2,500
+125
+5% +$38.3K 0.54% 43
2025
Q3 		$722K Sell
2,375
-90
-4% -$27.4K 0.53% 57
2025
Q2 		$720K Buy
2,465
+41
+2% +$12.6K 0.61% 64
2025
Q1 		$757K Sell
2,424
-622
-20% -$186K 0.68% 45
2024
Q4 		$883K Buy
3,046
+338
+12% +$101K 0.74% 23
2024
Q3 		$825K Buy
2,708
+96
+4% +$26.5K 0.66% 29
2024
Q2 		$666K Buy
2,612
+554
+27% +$147K 0.58% 53
2024
Q1 		$580K Sell
2,058
-23
-1% -$6.69K 0.48% 44
2023
Q4 		$617K Sell
2,081
-1,066
-34% -$290K 0.52% 30
2023
Q3 		$829K Sell
3,147
-222
-7% -$63.3K 0.69% 38
2023
Q2 		$1.01M Sell
3,369
-409
-11% -$119K 0.73% 25
2023
Q1 		$1.06M Sell
3,778
-55
-1% -$14.7K 0.7% 21
2022
Q4 		$1.01M Buy
+3,833
New +$1.01M 0.73% 36
2022
Q2 		– Sell
-6,510
Closed -$1.61M – 61
2022
Q1 		$1.61M Buy
+6,510
New +$1.62M 0.89% 29
2021
Q1 		– Sell
-2,957
Closed -$635K – 95
2020
Q4 		$635K Buy
2,957
+470
+19% +$102K 0.35% 35
2020
Q3 		$546K Sell
2,487
-41
-2% -$8.42K 0.35% 32
2020
Q2 		$466K Sell
2,528
-1
-0% -$183 0.3% 37
2020
Q1 		$418K Sell
2,529
-3,731
-60% -$735K 0.28% 44
2019
Q4 		$1.24M Buy
+6,260
New +$1.24M 0.78% 49

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

Sound Financial Strategies Group's MCD Position: Q2 2026 in Review

Sound Financial Strategies Group increased its McDonald's (MCD) stake by 3.8% in Q2 2026, buying an estimated $13.5K and bringing the position to 1,286 shares worth $348K. The position accounts for 0.22% of the portfolio, ranked #71.

Sound Financial Strategies Group first reported a position in MCD in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.61M in Q1 2022. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sound Financial Strategies Group held 1,286 shares of McDonald's worth $348K as of Q2 2026.
  • Sound Financial Strategies Group bought 47 McDonald's shares in Q2 2026, an estimated $13.5K.
  • McDonald's made up 0.22% of Sound Financial Strategies Group's portfolio in Q2 2026, its #71 holding.
  • Sound Financial Strategies Group first reported a position in McDonald's in Q4 2019 and has held it in 21 quarters since.
  • Sound Financial Strategies Group's McDonald's position peaked at $1.61M in Q1 2022.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.