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Sovereign Financial Group’s McDonald's MCD Stock Holding History

Sovereign Financial 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 		$596K Sell
2,205
-215
-9% -$61.6K 0.09% 197
2026
Q1 		$752K Buy
2,420
+142
+6% +$45.2K 0.13% 151
2025
Q4 		$696K Buy
2,278
+69
+3% +$21.1K 0.12% 149
2025
Q3 		$671K Buy
2,209
+4
+0.2% +$1.22K 0.13% 146
2025
Q2 		$644K Sell
2,205
-173
-7% -$53.3K 0.13% 138
2025
Q1 		$743K Buy
2,378
+26
+1% +$7.78K 0.17% 113
2024
Q4 		$682K Buy
2,352
+4
+0.2% +$1.19K 0.16% 123
2024
Q3 		$715K Sell
2,348
-31
-1% -$8.54K 0.17% 117
2024
Q2 		$606K Sell
2,379
-6
-0.3% -$1.59K 0.15% 128
2024
Q1 		$672K Sell
2,385
-18
-0.7% -$5.24K 0.18% 114
2023
Q4 		$713K Buy
2,403
+146
+6% +$39.7K 0.22% 86
2023
Q3 		$595K Sell
2,257
-176
-7% -$50.2K 0.21% 100
2023
Q2 		$726K Buy
2,433
+564
+30% +$164K 0.24% 101
2023
Q1 		$523K Buy
1,869
+84
+5% +$22.5K 0.19% 122
2022
Q4 		$470K Buy
1,785
+464
+35% +$122K 0.19% 129
2022
Q3 		$305K Buy
1,321
+331
+33% +$84.6K 0.12% 149
2022
Q2 		$244K Buy
+990
New +$244K 0.1% 179

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

Sovereign Financial Group's MCD Position: Q2 2026 in Review

Sovereign Financial Group reduced its McDonald's (MCD) stake by 8.9% in Q2 2026, selling an estimated $61.6K and leaving 2,205 shares worth $596K. The position accounts for 0.09% of the portfolio, ranked #197.

Sovereign Financial Group first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $752K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sovereign Financial Group held 2,205 shares of McDonald's worth $596K as of Q2 2026.
  • Sovereign Financial Group sold 215 McDonald's shares in Q2 2026, an estimated $61.6K.
  • McDonald's made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #197 holding.
  • Sovereign Financial Group first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • Sovereign Financial Group's McDonald's position peaked at $752K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.