Stifel Financial’s McDonald's MCD Stock Holding History

Stifel 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	$321M	Buy	1,187,567 +54,009	+5%	+$15.5M	0.27%	83
2026 Q1	$352M	Sell	1,133,558 -4,093	-0.4%	-$1.3M	0.32%	66
2025 Q4	$348M	Buy	1,137,651 +5,029	+0.4%	+$1.54M	0.31%	68
2025 Q3	$344M	Buy	1,132,622 +4,643	+0.4%	+$1.41M	0.31%	66
2025 Q2	$330M	Buy	1,127,979 +6,326	+0.6%	+$1.95M	0.32%	70
2025 Q1	$350M	Buy	1,121,653 +15,216	+1%	+$4.55M	0.37%	63
2024 Q4	$321M	Buy	1,106,437 +10,727	+1%	+$3.2M	0.33%	70
2024 Q3	$334M	Buy	1,095,710 +18,474	+2%	+$5.09M	0.35%	69
2024 Q2	$275M	Buy	1,077,236 +29,379	+3%	+$7.79M	0.31%	74
2024 Q1	$296M	Buy	1,047,857 +66,085	+7%	+$19.2M	0.34%	74
2023 Q4	$291M	Buy	981,772 +16,737	+2%	+$4.56M	0.37%	71
2023 Q3	$254M	Buy	965,035 +9,498	+1%	+$2.71M	0.36%	69
2023 Q2	$285M	Buy	955,537 +9,206	+1%	+$2.67M	0.39%	67
2023 Q1	$265M	Sell	946,331 -2,002	-0.2%	-$536K	0.38%	67
2022 Q4	$250M	Buy	948,333 +20,701	+2%	+$5.46M	0.38%	67
2022 Q3	$214M	Buy	927,632 +10,519	+1%	+$2.69M	0.35%	67
2022 Q2	$226M	Buy	917,113 +12,090	+1%	+$2.98M	0.35%	68
2022 Q1	$224M	Sell	905,023 -11,602	-1%	-$2.89M	0.31%	78
2021 Q4	$246M	Sell	916,625 -2,673	-0.3%	-$675K	0.32%	75
2021 Q3	$222M	Buy	919,298 +50,031	+6%	+$11.9M	0.33%	74
2021 Q2	$201M	Buy	869,267 +13,782	+2%	+$3.21M	0.3%	84
2021 Q1	$192M	Buy	855,485 +69,953	+9%	+$15M	0.32%	84
2020 Q4	$169M	Buy	785,532 +76,409	+11%	+$16.6M	0.3%	87
2020 Q3	$156M	Buy	709,123 +50,232	+8%	+$10.3M	0.32%	86
2020 Q2	$122M	Sell	658,891 -9,585	-1%	-$1.76M	0.28%	91
2020 Q1	$110M	Sell	668,476 -9,752	-1%	-$1.92M	0.3%	88
2019 Q4	$134M	Buy	678,228 +47,337	+8%	+$9.39M	0.28%	92
2019 Q3	$136M	Sell	630,891 -251,203	-28%	-$53.9M	0.35%	66
2019 Q2	$183M	Buy	882,094 +29,360	+3%	+$5.82M	0.47%	43
2019 Q1	$162M	Buy	852,734 +37,580	+5%	+$6.82M	0.46%	46
2018 Q4	$145M	Buy	815,154 +3,078	+0.4%	+$546K	0.47%	42
2018 Q3	$136M	Sell	812,076 -334,719	-29%	-$53.6M	0.39%	55
2018 Q2	$180M	Buy	1,146,795 +32,343	+3%	+$5.24M	0.55%	31
2018 Q1	$175M	Sell	1,114,452 -9,314	-0.8%	-$1.53M	0.55%	32
2017 Q4	$193M	Sell	1,123,766 -9,249	-0.8%	-$1.55M	0.61%	30
2017 Q3	$178M	Buy	1,133,015 +17,383	+2%	+$2.72M	0.62%	30
2017 Q2	$171M	Sell	1,115,632 -8,973	-0.8%	-$1.3M	0.63%	26
2017 Q1	$146M	Buy	1,124,605 +60,017	+6%	+$7.53M	0.56%	29
2016 Q4	$130M	Buy	1,064,588 +58,455	+6%	+$6.85M	0.55%	28
2016 Q3	$116M	Buy	1,006,133 +19,998	+2%	+$2.37M	0.52%	31
2016 Q2	$119M	Buy	986,135 +16,065	+2%	+$2.01M	0.55%	28
2016 Q1	$122M	Buy	970,070 +17,642	+2%	+$2.11M	0.65%	26
2015 Q4	$113M	Buy	952,428 +4,035	+0.4%	+$451K	0.59%	28
2015 Q3	$93.5M	Sell	948,393 -8,839	-0.9%	-$861K	0.53%	34
2015 Q2	$90.9M	Buy	957,232 +40,909	+4%	+$3.96M	0.47%	38
2015 Q1	$89.2M	Buy	916,323 +23,928	+3%	+$2.27M	0.49%	35
2014 Q4	$83.6M	Buy	892,395 +310,444	+53%	+$29.1M	0.46%	37
2014 Q3	$55.2M	Buy	581,951 +158,292	+37%	+$15.1M	0.48%	27
2014 Q2	$42.7M	Sell	423,659 -186	-0%	-$18.8K	0.38%	39
2014 Q1	$41.5M	Buy	+423,845	New	+$40.5M	0.4%	38

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

Stifel Financial's MCD Position: Q2 2026 in Review

Stifel Financial increased its McDonald's (MCD) stake by 4.8% in Q2 2026, buying an estimated $15.5M and bringing the position to 1,187,567 shares worth $321M. The position accounts for 0.27% of the portfolio, ranked #83.

Stifel Financial first reported a position in MCD in Q1 2014 and has held it in 50 quarters since. The position peaked at $352M in Q1 2026. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Stifel Financial held 1,187,567 shares of McDonald's worth $321M as of Q2 2026.
Stifel Financial bought 54,009 McDonald's shares in Q2 2026, an estimated $15.5M.
McDonald's made up 0.27% of Stifel Financial's portfolio in Q2 2026, its #83 holding.
Stifel Financial first reported a position in McDonald's in Q1 2014 and has held it in 50 quarters since.
Stifel Financial's McDonald's position peaked at $352M in Q1 2026.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.