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Stonebridge Financial Group (Missouri)’s McDonald's MCD Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$282K Sell
1,044
-245
-19% -$70.3K 0.19% 124
2026
Q1 		$400K Sell
1,289
-73
-5% -$23.3K 0.34% 77
2025
Q4 		$416K Buy
+1,362
New +$417K 0.36% 71

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

Stonebridge Financial Group (Missouri)'s MCD Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its McDonald's (MCD) stake by 19% in Q2 2026, selling an estimated $70.3K and leaving 1,044 shares worth $282K. The position accounts for 0.19% of the portfolio, ranked #124.

Stonebridge Financial Group (Missouri) first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $416K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 1,044 shares of McDonald's worth $282K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 245 McDonald's shares in Q2 2026, an estimated $70.3K.
  • McDonald's made up 0.19% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #124 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Missouri)'s McDonald's position peaked at $416K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.