Sowell Financial Services’s McDonald's MCD Stock Holding History

Sowell Financial Services’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	$6.78M	Buy	25,071 +875	+4%	+$251K	0.22%	101
2026 Q1	$7.52M	Buy	24,196 +508	+2%	+$162K	0.28%	70
2025 Q4	$7.24M	Buy	23,688 +107	+0.5%	+$32.8K	0.27%	73
2025 Q3	$7.17M	Buy	23,581 +417	+2%	+$127K	0.28%	72
2025 Q2	$6.77M	Sell	23,164 -919	-4%	-$283K	0.28%	73
2025 Q1	$7.52M	Buy	24,083 +228	+1%	+$68.2K	0.34%	60
2024 Q4	$6.92M	Buy	23,855 +652	+3%	+$194K	0.36%	58
2024 Q3	$7.07M	Buy	23,203 +158	+0.7%	+$43.5K	0.33%	72
2024 Q2	$5.87M	Sell	23,045 -485	-2%	-$129K	0.28%	80
2024 Q1	$6.63M	Sell	23,530 -426	-2%	-$124K	0.31%	77
2023 Q4	$7.1M	Buy	23,956 +1,447	+6%	+$394K	0.38%	64
2023 Q3	$5.93M	Buy	22,509 +371	+2%	+$106K	0.37%	67
2023 Q2	$6.61M	Buy	22,138 +2,913	+15%	+$846K	0.37%	61
2023 Q1	$5.38M	Sell	19,225 -3,172	-14%	-$850K	0.41%	49
2022 Q4	$5.9M	Buy	22,397 +2,068	+10%	+$546K	0.38%	59
2022 Q3	$4.69M	Sell	20,329 -102	-0.5%	-$26.1K	0.47%	51
2022 Q2	$5.04M	Buy	+20,431	New	+$5.03M	0.47%	49
2022 Q1	–	Sell	-18,595	Closed	-$4.99M	–	369
2021 Q4	$4.99M	Sell	18,595 -1,792	-9%	-$452K	0.29%	77
2021 Q3	$4.92M	Sell	20,387 -1,661	-8%	-$396K	0.33%	71
2021 Q2	$5.09M	Sell	22,048 -11,356	-34%	-$2.64M	0.34%	71
2021 Q1	$7.84M	Buy	33,404 +1,457	+5%	+$312K	0.27%	84
2020 Q4	$6.86M	Buy	31,947 +333	+1%	+$72.4K	0.29%	73
2020 Q3	$6.94M	Buy	31,614 +1,063	+3%	+$218K	0.35%	66
2020 Q2	$5.64M	Sell	30,551 -690	-2%	-$127K	0.31%	75
2020 Q1	$5.17M	Buy	31,241 +3,845	+14%	+$758K	0.38%	61
2019 Q4	$5.41M	Buy	27,396 +1,087	+4%	+$216K	0.41%	49
2019 Q3	$5.65M	Buy	+26,309	New	+$5.64M	0.47%	48
2019 Q1	$2.46M	Buy	12,973 +4,875	+60%	+$885K	0.28%	84
2018 Q4	$1.44M	Sell	8,098 -376	-4%	-$66.7K	0.2%	108
2018 Q3	$1.42M	Sell	8,474 -158	-2%	-$25.3K	0.21%	89
2018 Q2	$1.36M	Sell	8,632 -4,995	-37%	-$810K	0.29%	78
2018 Q1	$2.19M	Sell	13,627 -2,457	-15%	-$404K	0.55%	49
2017 Q4	$2.81M	Sell	16,084 -75	-0.5%	-$12.6K	0.69%	42
2017 Q3	$2.69M	Sell	16,159 -2,114	-12%	-$331K	0.7%	41
2017 Q2	$2.83M	Buy	18,273 +2,998	+20%	+$433K	0.8%	36
2017 Q1	$2.28M	Sell	15,275 -320	-2%	-$40.2K	0.67%	44
2016 Q4	$1.96M	Buy	+15,595	New	+$1.83M	0.66%	43

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sowell Financial Services's MCD Position: Q2 2026 in Review

Sowell Financial Services increased its McDonald's (MCD) stake by 3.6% in Q2 2026, buying an estimated $251K and bringing the position to 25,071 shares worth $6.78M. The position accounts for 0.22% of the portfolio, ranked #101.

Sowell Financial Services first reported a position in MCD in Q4 2016 and has held it in 37 quarters since. The position peaked at $7.84M in Q1 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sowell Financial Services held 25,071 shares of McDonald's worth $6.78M as of Q2 2026.
Sowell Financial Services bought 875 McDonald's shares in Q2 2026, an estimated $251K.
McDonald's made up 0.22% of Sowell Financial Services's portfolio in Q2 2026, its #101 holding.
Sowell Financial Services first reported a position in McDonald's in Q4 2016 and has held it in 37 quarters since.
Sowell Financial Services's McDonald's position peaked at $7.84M in Q1 2021.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.