SPF
MCD icon

South Plains Financial’s McDonald's MCD Stock Holding History

South Plains Financial’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 		$686K Sell
2,538
-64
-2% -$18.4K 0.37% 66
2026
Q1 		$809K Buy
2,602
+173
+7% +$55.1K 0.47% 61
2025
Q4 		$742K Buy
2,429
+22
+0.9% +$6.74K 0.44% 64
2025
Q3 		$731K Buy
2,407
+390
+19% +$119K 0.46% 62
2025
Q2 		$589K Buy
2,017
+228
+13% +$70.3K 0.41% 73
2025
Q1 		$559K Buy
1,789
+257
+17% +$76.9K 0.44% 65
2024
Q4 		$444K Buy
+1,532
New +$457K 0.34% 76

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

South Plains Financial's MCD Position: Q2 2026 in Review

South Plains Financial reduced its McDonald's (MCD) stake by 2.5% in Q2 2026, selling an estimated $18.4K and leaving 2,538 shares worth $686K. The position accounts for 0.37% of the portfolio, ranked #66.

South Plains Financial first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $809K in Q1 2026. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • South Plains Financial held 2,538 shares of McDonald's worth $686K as of Q2 2026.
  • South Plains Financial sold 64 McDonald's shares in Q2 2026, an estimated $18.4K.
  • McDonald's made up 0.37% of South Plains Financial's portfolio in Q2 2026, its #66 holding.
  • South Plains Financial first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • South Plains Financial's McDonald's position peaked at $809K in Q1 2026.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.